BRWA
B. Riley Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
+195,217
| New | +$11.1M | 0.52% | 31 |
|
|
2024
Q4 | $14.3M | Sell |
299,731
-50,496
| -14% | -$2.41M | 0.47% | 36 |
|
|
2024
Q3 | $18.2M | Sell |
350,227
-33,747
| -9% | -$1.76M | 0.51% | 32 |
|
|
2024
Q2 | $19M | Sell |
383,974
-218,371
| -36% | -$10.8M | 0.48% | 29 |
|
|
2024
Q1 | $26.3M | Buy |
602,345
+185,545
| +45% | +$8.11M | 0.71% | 20 |
|
|
2023
Q4 | $20M | Sell |
416,800
-185,545
| -31% | -$8.89M | 0.54% | 29 |
|
|
2023
Q3 | $26.3M | Buy |
602,345
+17,238
| +3% | +$754K | 0.71% | 20 |
|
|
2023
Q2 | $27M | Sell |
585,107
-50,036
| -8% | -$2.31M | 0.61% | 24 |
|
|
2023
Q1 | $28.7M | Sell |
635,143
-18,380
| -3% | -$830K | 0.76% | 16 |
|
|
2022
Q4 | $27.4M | Sell |
653,523
-14,646
| -2% | -$615K | 0.77% | 20 |
|
|
2022
Q3 | $24.3M | Buy |
668,169
+105,997
| +19% | +$3.85M | 0.73% | 20 |
|
|
2022
Q2 | $22.9M | Sell |
562,172
-4,414
| -0.8% | -$180K | 0.97% | 11 |
|
|
2022
Q1 | $27.2M | Buy |
566,586
+10,197
| +2% | +$490K | 0.89% | 13 |
|
|
2021
Q4 | $28.4M | Buy |
556,389
+15,754
| +3% | +$804K | 0.82% | 15 |
|
|
2021
Q3 | $27.3M | Buy |
540,635
+38,007
| +8% | +$1.92M | 0.87% | 11 |
|
|
2021
Q2 | $25.9M | Buy |
502,628
+22,910
| +5% | +$1.18M | 0.84% | 11 |
|
|
2021
Q1 | $23.6M | Sell |
479,718
-57,496
| -11% | -$2.82M | 0.83% | 11 |
|
|
2020
Q4 | $25.4M | Sell |
537,214
-83,808
| -13% | -$3.96M | 1.36% | 6 |
|
|
2020
Q3 | $25.4M | Buy |
621,022
+33,232
| +6% | +$1.36M | 1.35% | 7 |
|
|
2020
Q2 | $22.8M | Buy |
587,790
+31,926
| +6% | +$1.24M | 1.52% | 6 |
|
|
2020
Q1 | $18.5M | Buy |
555,864
+19,585
| +4% | +$653K | 1.58% | 7 |
|
|
2019
Q4 | $23.6M | Buy |
536,279
+40,199
| +8% | +$1.77M | 2.01% | 2 |
|
|
2019
Q3 | $20.4M | Buy |
496,080
+21,949
| +5% | +$902K | 2.01% | 3 |
|
|
2019
Q2 | $19.8M | Buy |
474,131
+34,938
| +8% | +$1.46M | 2.17% | 1 |
|
|
2019
Q1 | $18M | Buy |
439,193
+24,549
| +6% | +$1M | 2.24% | 3 |
|
|
2018
Q4 | $15.4M | Buy |
414,644
+17,647
| +4% | +$655K | 2.19% | 3 |
|
|
2018
Q3 | $17.2M | Buy |
396,997
+51,736
| +15% | +$2.24M | 2.04% | 3 |
|
|
2018
Q2 | $14.8M | Buy |
345,261
+23,163
| +7% | +$994K | 1.96% | 3 |
|
|
2018
Q1 | $14.3M | Buy |
322,098
+6,626
| +2% | +$293K | 2% | 2 |
|
|
2017
Q4 | $14.2M | Sell |
315,472
-101,652
| -24% | -$4.56M | 1.91% | 2 |
|
|
2017
Q3 | $17.8M | Buy |
417,124
+255,769
| +159% | +$10.9M | 2.95% | 2 |
|
|
2017
Q2 | $6.67M | Buy |
161,355
+922
| +0.6% | +$38.1K | 1.21% | 11 |
|
|
2017
Q1 | $6.31M | Buy |
160,433
+9,614
| +6% | +$378K | 1.26% | 8 |
|
|
2016
Q4 | $5.51M | Sell |
150,819
-1,254
| -0.8% | -$45.8K | 1.12% | 11 |
|
|
2016
Q3 | $5.21M | Buy |
152,073
+13,165
| +9% | +$451K | 1.02% | 10 |
|
|
2016
Q2 | $4.57M | Buy |
138,908
+10,322
| +8% | +$340K | 0.92% | 13 |
|
|
2016
Q1 | $4.04M | Buy |
128,586
+7,929
| +7% | +$249K | 0.93% | 14 |
|
|
2015
Q4 | $4.43M | Buy |
120,657
+91,717
| +317% | +$3.37M | 0.9% | 13 |
|
|
2015
Q3 | $1.03M | Buy |
28,940
+17,380
| +150% | +$620K | 0.25% | 108 |
|
|
2015
Q2 | $461K | Sell |
11,560
-4,816
| -29% | -$192K | 0.11% | 225 |
|
|
2015
Q1 | $652K | Sell |
16,376
-7,291
| -31% | -$290K | 0.16% | 162 |
|
|
2014
Q4 | $4.07K | Buy |
23,667
+17,930
| +313% | +$3.08K | 0.09% | 293 |
|
|
2014
Q3 | $228K | Sell |
5,737
-1,478
| -20% | -$58.7K | 0.06% | 464 |
|
|
2014
Q2 | $59.3K | Buy |
7,215
+1,390
| +24% | +$11.4K | 0.01% | 956 |
|
|
2014
Q1 | $240K | Buy |
5,825
+732
| +14% | +$30.2K | 0.07% | 321 |
|
|
2013
Q4 | $212K | Sell |
5,093
-53
| -1% | -$2.21K | 0.07% | 327 |
|
|
2013
Q3 | $204K | Buy |
+5,146
| New | +$204K | 0.07% | 326 |
|