B. Riley Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
+9,909
| New | +$666K | 0.03% | 430 |
|
|
2024
Q4 | $714K | Sell |
12,437
-3,830
| -24% | -$220K | 0.02% | 561 |
|
|
2024
Q3 | $1.02M | Buy |
16,267
+481
| +3% | +$30.2K | 0.03% | 492 |
|
|
2024
Q2 | $926K | Sell |
15,786
-13,748
| -47% | -$806K | 0.02% | 561 |
|
|
2024
Q1 | $1.53M | Buy |
29,534
+15,871
| +116% | +$823K | 0.04% | 418 |
|
|
2023
Q4 | $767K | Sell |
13,663
-15,871
| -54% | -$891K | 0.02% | 619 |
|
|
2023
Q3 | $1.53M | Sell |
29,534
-724
| -2% | -$37.6K | 0.04% | 418 |
|
|
2023
Q2 | $1.65M | Buy |
30,258
+1,010
| +3% | +$55K | 0.04% | 420 |
|
|
2023
Q1 | $1.56M | Sell |
29,248
-391
| -1% | -$20.9K | 0.04% | 418 |
|
|
2022
Q4 | $1.49M | Sell |
29,639
-3,091
| -9% | -$155K | 0.04% | 418 |
|
|
2022
Q3 | $1.45M | Buy |
32,730
+17,346
| +113% | +$770K | 0.04% | 387 |
|
|
2022
Q2 | $769K | Sell |
15,384
-3,063
| -17% | -$153K | 0.03% | 500 |
|
|
2022
Q1 | $1.06M | Sell |
18,447
-1,496
| -8% | -$86.2K | 0.03% | 467 |
|
|
2021
Q4 | $1.22M | Buy |
19,943
+1,379
| +7% | +$84.6K | 0.04% | 469 |
|
|
2021
Q3 | $1.13M | Buy |
18,564
+55
| +0.3% | +$3.35K | 0.04% | 478 |
|
|
2021
Q2 | $1.17M | Buy |
18,509
+905
| +5% | +$57.4K | 0.04% | 469 |
|
|
2021
Q1 | $1.07M | Buy |
17,604
+5,467
| +45% | +$332K | 0.04% | 462 |
|
|
2020
Q4 | $709K | Sell |
12,137
-1,868
| -13% | -$109K | 0.04% | 431 |
|
|
2020
Q3 | $707K | Buy |
14,005
+819
| +6% | +$41.3K | 0.04% | 410 |
|
|
2020
Q2 | $628K | Sell |
13,186
-101
| -0.8% | -$4.81K | 0.04% | 378 |
|
|
2020
Q1 | $545K | Sell |
13,287
-1,387
| -9% | -$56.9K | 0.05% | 362 |
|
|
2019
Q4 | $789K | Sell |
14,674
-2,249
| -13% | -$121K | 0.07% | 287 |
|
|
2019
Q3 | $845K | Sell |
16,923
-1,091
| -6% | -$54.5K | 0.08% | 251 |
|
|
2019
Q2 | $919K | Buy |
18,014
+1,513
| +9% | +$77.2K | 0.1% | 216 |
|
|
2019
Q1 | $827K | Sell |
16,501
-958
| -5% | -$48K | 0.1% | 221 |
|
|
2018
Q4 | $796K | Sell |
17,459
-3,788
| -18% | -$173K | 0.11% | 190 |
|
|
2018
Q3 | $1.11M | Buy |
21,247
+1,142
| +6% | +$59.5K | 0.13% | 172 |
|
|
2018
Q2 | $1.04M | Buy |
20,105
+301
| +2% | +$15.6K | 0.14% | 173 |
|
|
2018
Q1 | $1.08M | Buy |
19,804
+695
| +4% | +$37.8K | 0.15% | 157 |
|
|
2017
Q4 | $1.05M | Buy |
19,109
+5,567
| +41% | +$305K | 0.14% | 173 |
|
|
2017
Q3 | $714K | Buy |
13,542
+1,246
| +10% | +$65.7K | 0.12% | 191 |
|
|
2017
Q2 | $616K | Sell |
12,296
-1,191
| -9% | -$59.7K | 0.11% | 216 |
|
|
2017
Q1 | $646K | Sell |
13,487
-854
| -6% | -$40.9K | 0.13% | 199 |
|
|
2016
Q4 | $634K | Buy |
14,341
+2,446
| +21% | +$108K | 0.13% | 193 |
|
|
2016
Q3 | $541K | Sell |
11,895
-2,921
| -20% | -$133K | 0.11% | 243 |
|
|
2016
Q2 | $636K | Buy |
14,816
+2,942
| +25% | +$126K | 0.13% | 205 |
|
|
2016
Q1 | $512K | Buy |
11,874
+673
| +6% | +$29K | 0.12% | 218 |
|
|
2015
Q4 | $487K | Buy |
11,201
+6,258
| +127% | +$272K | 0.1% | 257 |
|
|
2015
Q3 | $211K | Buy |
+4,943
| New | +$211K | 0.05% | 467 |
|
|
2015
Q1 | – | Sell |
-81
| Closed | -$4 | – | 1932 |
|
|
2014
Q4 | $4 | Buy |
+81
| New | +$4 | ﹤0.01% | 3236 |
|