B. Riley Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	16,480 -87,224	-84%	-$8.03M	0.09%	222
2025 Q4	$9.77M	Buy	103,704 +3,088	+3%	+$293K	0.46%	37
2025 Q3	$9.39M	Buy	100,616 +2,472	+3%	+$216K	0.45%	39
2025 Q2	$8.14M	Buy	+98,144	New	+$7.14M	0.39%	43
2024 Q4	$12.2M	Sell	156,808 -11,032	-7%	-$847K	0.4%	45
2024 Q3	$12.2M	Sell	167,840 -37,592	-18%	-$2.67M	0.34%	60
2024 Q2	$14.8M	Buy	205,432 +16,520	+9%	+$1.1M	0.38%	46
2024 Q1	$9.82M	Sell	188,912 -27,168	-13%	-$1.72M	0.27%	78
2023 Q4	$13.1M	Buy	216,080 +27,168	+14%	+$1.51M	0.35%	50
2023 Q3	$9.82M	Sell	188,912 -71,976	-28%	-$3.91M	0.27%	78
2023 Q2	$14.4M	Sell	260,888 -33,496	-11%	-$1.68M	0.32%	65
2023 Q1	$14.2M	Sell	294,384 -54,048	-16%	-$2.39M	0.38%	54
2022 Q4	$13.9M	Buy	348,432 +47,112	+16%	+$1.92M	0.39%	53
2022 Q3	$11.6M	Buy	301,320 +34,872	+13%	+$1.53M	0.35%	61
2022 Q2	$10.9M	Sell	266,448 -21,120	-7%	-$951K	0.46%	43
2022 Q1	$15M	Sell	287,568 -24,368	-8%	-$1.25M	0.49%	34
2021 Q4	$17.9M	Buy	311,936 +160	+0.1%	+$8.79K	0.51%	26
2021 Q3	$15.6M	Sell	311,776 -5,000	-2%	-$259K	0.5%	34
2021 Q2	$15.4M	Buy	316,776 +15,280	+5%	+$721K	0.5%	30
2021 Q1	$13.5M	Buy	301,496 +28,024	+10%	+$1.26M	0.48%	36
2020 Q4	$12.1M	Sell	273,472 -43,016	-14%	-$1.77M	0.65%	26
2020 Q3	$11.8M	Buy	316,488 +46,088	+17%	+$1.73M	0.63%	30
2020 Q2	$9.42M	Buy	270,400 +38,072	+16%	+$1.19M	0.63%	31
2020 Q1	$6.16M	Buy	232,328 +181,312	+355%	+$5.5M	0.53%	42
2019 Q4	$1.56M	Sell	51,016 -904	-2%	-$25.9K	0.13%	172
2019 Q3	$1.4M	Buy	51,920 +2,312	+5%	+$62.2K	0.14%	168
2019 Q2	$1.31M	Sell	49,608 -2,680	-5%	-$69.1K	0.14%	152
2019 Q1	$1.31M	Buy	52,288 +8,120	+18%	+$189K	0.16%	139
2018 Q4	$922K	Sell	44,168 -2,392	-5%	-$54.2K	0.13%	166
2018 Q3	$1.18M	Buy	46,560 +2,992	+7%	+$72.7K	0.14%	164
2018 Q2	$989K	Buy	43,568 +2,872	+7%	+$64.5K	0.13%	183
2018 Q1	$871K	Buy	40,696 +1,240	+3%	+$27.1K	0.12%	189
2017 Q4	$813K	Buy	39,456 +3,872	+11%	+$78.5K	0.11%	208
2017 Q3	$627K	Sell	35,584 -64	-0.2%	-$1.19K	0.1%	214
2017 Q2	$629K	Buy	35,648 +1,328	+4%	+$23.4K	0.11%	211
2017 Q1	$583K	Buy	34,320 +3,248	+10%	+$53.1K	0.12%	210
2016 Q4	$473K	Sell	31,072 -18,040	-37%	-$272K	0.1%	240
2016 Q3	$740K	Buy	49,112 +24,784	+102%	+$359K	0.15%	178
2016 Q2	$327K	Buy	24,328 +4,072	+20%	+$54.7K	0.07%	371
2016 Q1	$277K	Sell	20,256 -5,656	-22%	-$72.1K	0.06%	370
2015 Q4	$351K	Buy	25,912 +264	+1%	+$3.6K	0.07%	321
2015 Q3	$321K	Sell	25,648 -1,952	-7%	-$25.6K	0.08%	334
2015 Q2	$367K	Sell	27,600 -800	-3%	-$10.9K	0.09%	274
2015 Q1	$378K	Buy	28,400 +2,920	+11%	+$38.5K	0.09%	294
2014 Q4	$333	Sell	25,480 -128	-0.5%	-$1.63K	0.01%	1064
2014 Q3	$320K	Sell	25,608 -33,608	-57%	-$418K	0.08%	340
2014 Q2	$368K	Buy	59,216 +30,408	+106%	+$351K	0.09%	257
2014 Q1	$330K	Sell	28,808 -480	-2%	-$5.4K	0.1%	242
2013 Q4	$328K	Hold	29,288	–	–	0.1%	221
2013 Q3	$295K	Hold	29,288	–	–	0.1%	226
2013 Q2	$271K	Buy	+29,288	New	+$271K	0.09%	250