BRWA
B. Riley Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
+4,128
| New | +$526K | 0.02% | 502 |
|
|
2024
Q4 | $583K | Sell |
4,941
-197
| -4% | -$23.3K | 0.02% | 640 |
|
|
2024
Q3 | $566K | Sell |
5,138
-1,112
| -18% | -$122K | 0.02% | 698 |
|
|
2024
Q2 | $627K | Buy |
6,250
+158
| +3% | +$15.9K | 0.02% | 710 |
|
|
2024
Q1 | $492K | Buy |
6,092
+579
| +11% | +$46.8K | 0.01% | 799 |
|
|
2023
Q4 | $509K | Sell |
5,513
-579
| -10% | -$53.4K | 0.01% | 801 |
|
|
2023
Q3 | $492K | Sell |
6,092
-290
| -5% | -$23.4K | 0.01% | 799 |
|
|
2023
Q2 | $521K | Sell |
6,382
-1,969
| -24% | -$161K | 0.01% | 831 |
|
|
2023
Q1 | $650K | Buy |
8,351
+555
| +7% | +$43.2K | 0.02% | 702 |
|
|
2022
Q4 | $645K | Buy |
7,796
+24
| +0.3% | +$1.99K | 0.02% | 691 |
|
|
2022
Q3 | $579K | Buy |
7,772
+462
| +6% | +$34.4K | 0.02% | 689 |
|
|
2022
Q2 | $565K | Sell |
7,310
-924
| -11% | -$71.4K | 0.02% | 606 |
|
|
2022
Q1 | $769K | Sell |
8,234
-337
| -4% | -$31.5K | 0.03% | 570 |
|
|
2021
Q4 | $828K | Sell |
8,571
-579
| -6% | -$55.9K | 0.02% | 594 |
|
|
2021
Q3 | $848K | Sell |
9,150
-814
| -8% | -$75.4K | 0.03% | 577 |
|
|
2021
Q2 | $903K | Sell |
9,964
-30
| -0.3% | -$2.72K | 0.03% | 547 |
|
|
2021
Q1 | $845K | Buy |
9,994
+2,187
| +28% | +$185K | 0.03% | 529 |
|
|
2020
Q4 | $569K | Sell |
7,807
-2,361
| -23% | -$172K | 0.03% | 498 |
|
|
2020
Q3 | $593K | Buy |
10,168
+659
| +7% | +$38.4K | 0.03% | 477 |
|
|
2020
Q2 | $545K | Sell |
9,509
-13,764
| -59% | -$789K | 0.04% | 432 |
|
|
2020
Q1 | $1.18M | Buy |
23,273
+13,349
| +135% | +$677K | 0.1% | 205 |
|
|
2019
Q4 | $758K | Buy |
9,924
+605
| +6% | +$46.2K | 0.06% | 298 |
|
|
2019
Q3 | $653K | Sell |
9,319
-302
| -3% | -$21.2K | 0.06% | 322 |
|
|
2019
Q2 | $664K | Buy |
9,621
+4,859
| +102% | +$335K | 0.07% | 284 |
|
|
2019
Q1 | $308K | Sell |
4,762
-342
| -7% | -$22.1K | 0.04% | 486 |
|
|
2018
Q4 | $303K | Sell |
5,104
-536
| -10% | -$31.8K | 0.04% | 428 |
|
|
2018
Q3 | $392K | Buy |
5,640
+137
| +2% | +$9.52K | 0.05% | 409 |
|
|
2018
Q2 | $372K | Sell |
5,503
-9,787
| -64% | -$662K | 0.05% | 401 |
|
|
2018
Q1 | $1.06M | Sell |
15,290
-14,372
| -48% | -$999K | 0.15% | 159 |
|
|
2017
Q4 | $2.08M | Sell |
29,662
-3,002
| -9% | -$210K | 0.28% | 95 |
|
|
2017
Q3 | $2.04M | Hold |
32,664
| – | – | 0.34% | 81 |
|
|
2017
Q2 | $2.04M | Sell |
32,664
-143
| -0.4% | -$8.94K | 0.37% | 65 |
|
|
2017
Q1 | $1.99M | Buy |
32,807
+1,068
| +3% | +$64.6K | 0.4% | 61 |
|
|
2016
Q4 | $1.88M | Sell |
31,739
-838
| -3% | -$49.7K | 0.38% | 65 |
|
|
2016
Q3 | $899K | Buy |
32,577
+209
| +0.6% | +$5.77K | 0.18% | 149 |
|
|
2016
Q2 | $853K | Sell |
32,368
-999
| -3% | -$26.3K | 0.17% | 156 |
|
|
2016
Q1 | $846K | Buy |
33,367
+1,850
| +6% | +$46.9K | 0.2% | 130 |
|
|
2015
Q4 | $1.53M | Buy |
31,517
+17,256
| +121% | +$837K | 0.31% | 81 |
|
|
2015
Q3 | $661K | Buy |
14,261
+2,807
| +25% | +$130K | 0.16% | 177 |
|
|
2015
Q2 | $569K | Buy |
11,454
+2,236
| +24% | +$111K | 0.14% | 189 |
|
|
2015
Q1 | $454K | Sell |
9,218
-4,408
| -32% | -$217K | 0.11% | 247 |
|
|
2014
Q4 | $3.96K | Buy |
+13,626
| New | +$3.96K | 0.08% | 300 |
|
|
2014
Q3 | – | Sell |
-1,667
| Closed | -$77.3K | – | 1842 |
|
|
2014
Q2 | $77.3K | Buy |
+1,667
| New | +$77.3K | 0.02% | 835 |
|