B. Riley Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
+10,548
| New | +$2.95M | 0.14% | 150 |
|
|
2024
Q4 | $2.16M | Buy |
8,505
+6,587
| +343% | +$1.68M | 0.07% | 263 |
|
|
2024
Q3 | $496K | Sell |
1,918
-417
| -18% | -$108K | 0.01% | 745 |
|
|
2024
Q2 | $551K | Sell |
2,335
-1,328
| -36% | -$313K | 0.01% | 771 |
|
|
2024
Q1 | $717K | Buy |
3,663
+537
| +17% | +$105K | 0.02% | 633 |
|
|
2023
Q4 | $689K | Sell |
3,126
-537
| -15% | -$118K | 0.02% | 662 |
|
|
2023
Q3 | $717K | Buy |
3,663
+2,013
| +122% | +$394K | 0.02% | 633 |
|
|
2023
Q2 | $340K | Sell |
1,650
-1,206
| -42% | -$249K | 0.01% | 1051 |
|
|
2023
Q1 | $544K | Buy |
2,856
+1,106
| +63% | +$211K | 0.01% | 768 |
|
|
2022
Q4 | $320K | Buy |
1,750
+57
| +3% | +$10.4K | 0.01% | 1021 |
|
|
2022
Q3 | $267K | Buy |
1,693
+350
| +26% | +$55.2K | 0.01% | 1076 |
|
|
2022
Q2 | $220K | Buy |
1,343
+2
| +0.1% | +$328 | 0.01% | 1010 |
|
|
2022
Q1 | $261K | Sell |
1,341
-370
| -22% | -$72K | 0.01% | 1080 |
|
|
2021
Q4 | $348K | Sell |
1,711
-429
| -20% | -$87.3K | 0.01% | 995 |
|
|
2021
Q3 | $403K | Buy |
2,140
+57
| +3% | +$10.7K | 0.01% | 888 |
|
|
2021
Q2 | $410K | Sell |
2,083
-48
| -2% | -$9.45K | 0.01% | 865 |
|
|
2021
Q1 | $404K | Buy |
2,131
+856
| +67% | +$162K | 0.01% | 843 |
|
|
2020
Q4 | $217K | Sell |
1,275
-271
| -18% | -$46.1K | 0.01% | 897 |
|
|
2020
Q3 | $224K | Buy |
+1,546
| New | +$224K | 0.01% | 810 |
|
|
2020
Q2 | – | Sell |
-6,563
| Closed | -$725K | – | 906 |
|
|
2020
Q1 | $725K | Buy |
6,563
+4,993
| +318% | +$552K | 0.06% | 296 |
|
|
2019
Q4 | $242K | Sell |
1,570
-1
| -0.1% | -$154 | 0.02% | 693 |
|
|
2019
Q3 | $230K | Buy |
1,571
+8
| +0.5% | +$1.17K | 0.02% | 687 |
|
|
2019
Q2 | $228K | Buy |
1,563
+3
| +0.2% | +$438 | 0.03% | 669 |
|
|
2019
Q1 | $219K | Buy |
+1,560
| New | +$219K | 0.03% | 620 |
|
|
2018
Q1 | – | Sell |
-1,675
| Closed | -$239K | – | 720 |
|
|
2017
Q4 | $239K | Buy |
+1,675
| New | +$239K | 0.03% | 526 |
|
|
2015
Q1 | – | Sell |
-171
| Closed | -$18 | – | 1940 |
|
|
2014
Q4 | $18 | Buy |
+171
| New | +$18 | ﹤0.01% | 2600 |
|
|
2014
Q3 | – | Sell |
-532
| Closed | -$55.4K | – | 1852 |
|
|
2014
Q2 | $55.4K | Buy |
+532
| New | +$55.4K | 0.01% | 985 |
|