B. Riley Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $255K | Buy |
2,190
+260
| +13% | +$30.2K | 0.01% | 940 |
|
|
2024
Q3 | $227K | Sell |
1,930
-540
| -22% | -$63.6K | 0.01% | 1081 |
|
|
2024
Q2 | $273K | Sell |
2,470
-1,215
| -33% | -$134K | 0.01% | 1074 |
|
|
2024
Q1 | $349K | Buy |
3,685
+76
| +2% | +$7.19K | 0.01% | 971 |
|
|
2023
Q4 | $388K | Sell |
3,609
-76
| -2% | -$8.18K | 0.01% | 940 |
|
|
2023
Q3 | $349K | Buy |
3,685
+313
| +9% | +$29.6K | 0.01% | 971 |
|
|
2023
Q2 | $335K | Buy |
3,372
+5
| +0.1% | +$497 | 0.01% | 1061 |
|
|
2023
Q1 | $319K | Buy |
3,367
+21
| +0.6% | +$1.99K | 0.01% | 1037 |
|
|
2022
Q4 | $312K | Buy |
3,346
+172
| +5% | +$16K | 0.01% | 1034 |
|
|
2022
Q3 | $278K | Sell |
3,174
-990
| -24% | -$86.7K | 0.01% | 1049 |
|
|
2022
Q2 | $377K | Sell |
4,164
-450
| -10% | -$40.7K | 0.02% | 774 |
|
|
2022
Q1 | $498K | Sell |
4,614
-816
| -15% | -$88.1K | 0.02% | 753 |
|
|
2021
Q4 | $650K | Buy |
5,430
+226
| +4% | +$27.1K | 0.02% | 691 |
|
|
2021
Q3 | $585K | Buy |
5,204
+6
| +0.1% | +$674 | 0.02% | 706 |
|
|
2021
Q2 | $595K | Hold |
5,198
| – | – | 0.02% | 686 |
|
|
2021
Q1 | $575K | Buy |
5,198
+760
| +17% | +$84.1K | 0.02% | 668 |
|
|
2020
Q4 | $437K | Sell |
4,438
-3,050
| -41% | -$300K | 0.02% | 588 |
|
|
2020
Q3 | $561K | Buy |
7,488
+3,010
| +67% | +$226K | 0.03% | 492 |
|
|
2020
Q2 | $328K | Buy |
+4,478
| New | +$328K | 0.02% | 602 |
|
|
2015
Q1 | – | Sell |
-840
| Closed | -$44 | – | 1938 |
|
|
2014
Q4 | $44 | Buy |
+840
| New | +$44 | ﹤0.01% | 2155 |
|
|
2014
Q3 | – | Sell |
-460
| Closed | -$23.8K | – | 1848 |
|
|
2014
Q2 | $23.8K | Buy |
+460
| New | +$23.8K | 0.01% | 1392 |
|