B. Riley Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $485K | Buy |
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|
2020
Q2 | $243K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $72 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $31.9K | Buy |
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