B. Riley Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
+2,141
| New | +$532K | 0.03% | 498 |
|
|
2024
Q4 | $2.1M | Sell |
8,276
-951
| -10% | -$241K | 0.07% | 269 |
|
|
2024
Q3 | $2.59M | Sell |
9,227
-3,405
| -27% | -$956K | 0.07% | 268 |
|
|
2024
Q2 | $3.37M | Sell |
12,632
-1,652
| -12% | -$441K | 0.09% | 220 |
|
|
2024
Q1 | $3.37M | Buy |
14,284
+1,132
| +9% | +$267K | 0.09% | 218 |
|
|
2023
Q4 | $3.3M | Sell |
13,152
-1,132
| -8% | -$284K | 0.09% | 236 |
|
|
2023
Q3 | $3.37M | Buy |
14,284
+798
| +6% | +$188K | 0.09% | 218 |
|
|
2023
Q2 | $3.31M | Buy |
13,486
+35
| +0.3% | +$8.6K | 0.07% | 248 |
|
|
2023
Q1 | $3.21M | Sell |
13,451
-1,851
| -12% | -$441K | 0.09% | 234 |
|
|
2022
Q4 | $3.8M | Buy |
15,302
+362
| +2% | +$89.8K | 0.11% | 207 |
|
|
2022
Q3 | $3.34M | Buy |
14,940
+5,900
| +65% | +$1.32M | 0.1% | 209 |
|
|
2022
Q2 | $2.13M | Buy |
9,040
+246
| +3% | +$58K | 0.09% | 229 |
|
|
2022
Q1 | $2.24M | Sell |
8,794
-685
| -7% | -$174K | 0.07% | 274 |
|
|
2021
Q4 | $2.53M | Buy |
9,479
+342
| +4% | +$91.1K | 0.07% | 294 |
|
|
2021
Q3 | $2.26M | Sell |
9,137
-265
| -3% | -$65.5K | 0.07% | 307 |
|
|
2021
Q2 | $2.32M | Buy |
9,402
+1,695
| +22% | +$418K | 0.08% | 303 |
|
|
2021
Q1 | $1.76M | Buy |
7,707
+2,580
| +50% | +$590K | 0.06% | 339 |
|
|
2020
Q4 | $1.15M | Sell |
5,127
-1,982
| -28% | -$443K | 0.06% | 292 |
|
|
2020
Q3 | $1.43M | Buy |
7,109
+2,021
| +40% | +$407K | 0.08% | 258 |
|
|
2020
Q2 | $981K | Buy |
5,088
+1,016
| +25% | +$196K | 0.07% | 281 |
|
|
2020
Q1 | $677K | Buy |
4,072
+2,977
| +272% | +$495K | 0.06% | 314 |
|
|
2019
Q4 | $211K | Buy |
+1,095
| New | +$211K | 0.02% | 738 |
|
|
2019
Q1 | – | Sell |
-1,783
| Closed | -$287K | – | 778 |
|
|
2018
Q4 | $287K | Sell |
1,783
-143
| -7% | -$23K | 0.04% | 457 |
|
|
2018
Q3 | $349K | Buy |
+1,926
| New | +$349K | 0.04% | 448 |
|
|
2016
Q4 | – | Sell |
-2,683
| Closed | -$357K | – | 641 |
|
|
2016
Q3 | $357K | Buy |
2,683
+477
| +22% | +$63.5K | 0.07% | 351 |
|
|
2016
Q2 | $288K | Sell |
2,206
-246
| -10% | -$32.1K | 0.06% | 403 |
|
|
2016
Q1 | $302K | Buy |
2,452
+1
| +0% | +$123 | 0.07% | 354 |
|
|
2015
Q4 | $326K | Sell |
2,451
-124
| -5% | -$16.5K | 0.07% | 344 |
|
|
2015
Q3 | $316K | Buy |
2,575
+160
| +7% | +$19.6K | 0.08% | 338 |
|
|
2015
Q2 | $339K | Buy |
2,415
+450
| +23% | +$63.2K | 0.08% | 304 |
|
|
2015
Q1 | $266K | Hold |
1,965
| – | – | 0.06% | 395 |
|
|
2014
Q4 | $247 | Sell |
1,965
-25
| -1% | -$3 | 0.01% | 1287 |
|
|
2014
Q3 | $233K | Sell |
1,990
-1,690
| -46% | -$198K | 0.06% | 458 |
|
|
2014
Q2 | $206K | Buy |
3,680
+1,320
| +56% | +$73.7K | 0.05% | 440 |
|
|
2014
Q1 | $252K | Hold |
2,360
| – | – | 0.08% | 310 |
|
|
2013
Q4 | $239K | Buy |
2,360
+460
| +24% | +$46.6K | 0.08% | 296 |
|
|
2013
Q3 | $177K | Sell |
1,900
-228
| -11% | -$21.2K | 0.06% | 376 |
|
|
2013
Q2 | $184K | Buy |
+2,128
| New | +$184K | 0.06% | 360 |
|