BRWA
B. Riley Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
+32,726
| New | +$2.91M | 0.14% | 152 |
|
|
2024
Q4 | $4.75M | Sell |
53,271
-3,947
| -7% | -$352K | 0.16% | 143 |
|
|
2024
Q3 | $5.57M | Sell |
57,218
-4,782
| -8% | -$465K | 0.15% | 143 |
|
|
2024
Q2 | $5.26M | Sell |
62,000
-53,943
| -47% | -$4.57M | 0.13% | 158 |
|
|
2024
Q1 | $8.86M | Buy |
115,943
+49,650
| +75% | +$3.79M | 0.24% | 81 |
|
|
2023
Q4 | $5.86M | Sell |
66,293
-49,650
| -43% | -$4.39M | 0.16% | 146 |
|
|
2023
Q3 | $8.86M | Buy |
115,943
+16,527
| +17% | +$1.26M | 0.24% | 81 |
|
|
2023
Q2 | $8.4M | Sell |
99,416
-8,428
| -8% | -$712K | 0.19% | 109 |
|
|
2023
Q1 | $8.96M | Buy |
107,844
+1,910
| +2% | +$159K | 0.24% | 88 |
|
|
2022
Q4 | $8.74M | Buy |
105,934
+4,901
| +5% | +$404K | 0.24% | 86 |
|
|
2022
Q3 | $8.1M | Buy |
101,033
+81,455
| +416% | +$6.53M | 0.24% | 88 |
|
|
2022
Q2 | $1.78M | Buy |
19,578
+425
| +2% | +$38.7K | 0.08% | 274 |
|
|
2022
Q1 | $2.08M | Sell |
19,153
-12,521
| -40% | -$1.36M | 0.07% | 293 |
|
|
2021
Q4 | $3.68M | Buy |
31,674
+1,376
| +5% | +$160K | 0.11% | 202 |
|
|
2021
Q3 | $3.08M | Buy |
30,298
+5,057
| +20% | +$515K | 0.1% | 242 |
|
|
2021
Q2 | $2.57M | Buy |
25,241
+4,351
| +21% | +$442K | 0.08% | 279 |
|
|
2021
Q1 | $1.92M | Buy |
20,890
+4,385
| +27% | +$402K | 0.07% | 315 |
|
|
2020
Q4 | $1.4M | Sell |
16,505
-5,853
| -26% | -$497K | 0.08% | 256 |
|
|
2020
Q3 | $1.76M | Buy |
22,358
+10,291
| +85% | +$811K | 0.09% | 221 |
|
|
2020
Q2 | $948K | Sell |
12,067
-427
| -3% | -$33.5K | 0.06% | 289 |
|
|
2020
Q1 | $873K | Buy |
12,494
+6,902
| +123% | +$482K | 0.07% | 260 |
|
|
2019
Q4 | $519K | Buy |
5,592
+982
| +21% | +$91.1K | 0.04% | 423 |
|
|
2019
Q3 | $430K | Sell |
4,610
-1,984
| -30% | -$185K | 0.04% | 452 |
|
|
2019
Q2 | $577K | Sell |
6,594
-6,417
| -49% | -$562K | 0.06% | 326 |
|
|
2019
Q1 | $1.13M | Sell |
13,011
-464
| -3% | -$40.3K | 0.14% | 163 |
|
|
2018
Q4 | $1.01M | Buy |
13,475
+4,838
| +56% | +$361K | 0.14% | 153 |
|
|
2018
Q3 | $697K | Sell |
8,637
-218
| -2% | -$17.6K | 0.08% | 256 |
|
|
2018
Q2 | $722K | Buy |
8,855
+28
| +0.3% | +$2.28K | 0.1% | 229 |
|
|
2018
Q1 | $667K | Sell |
8,827
-80
| -0.9% | -$6.05K | 0.09% | 237 |
|
|
2017
Q4 | $740K | Sell |
8,907
-624
| -7% | -$51.8K | 0.1% | 226 |
|
|
2017
Q3 | $792K | Buy |
9,531
+1,778
| +23% | +$148K | 0.13% | 173 |
|
|
2017
Q2 | $646K | Sell |
7,753
-300
| -4% | -$25K | 0.12% | 210 |
|
|
2017
Q1 | $667K | Sell |
8,053
-1,638
| -17% | -$136K | 0.13% | 192 |
|
|
2016
Q4 | $801K | Sell |
9,691
-2,351
| -20% | -$194K | 0.16% | 152 |
|
|
2016
Q3 | $1.05M | Buy |
12,042
+3,096
| +35% | +$269K | 0.21% | 126 |
|
|
2016
Q2 | $795K | Buy |
8,946
+195
| +2% | +$17.3K | 0.16% | 163 |
|
|
2016
Q1 | $733K | Sell |
8,751
-1,221
| -12% | -$102K | 0.17% | 148 |
|
|
2015
Q4 | $796K | Sell |
9,972
-3,183
| -24% | -$254K | 0.16% | 164 |
|
|
2015
Q3 | $995K | Buy |
13,155
+327
| +3% | +$24.7K | 0.24% | 110 |
|
|
2015
Q2 | $961K | Sell |
12,828
-2,981
| -19% | -$223K | 0.24% | 109 |
|
|
2015
Q1 | $1.33M | Buy |
15,809
+10,000
| +172% | +$843K | 0.32% | 74 |
|
|
2014
Q4 | $470 | Buy |
5,809
+1,113
| +24% | +$90 | 0.01% | 963 |
|
|
2014
Q3 | $337K | Sell |
4,696
-4,405
| -48% | -$316K | 0.09% | 313 |
|
|
2014
Q2 | $362K | Buy |
9,101
+5,744
| +171% | +$228K | 0.08% | 260 |
|
|
2014
Q1 | $237K | Buy |
3,357
+1,118
| +50% | +$78.9K | 0.07% | 326 |
|
|
2013
Q4 | $145K | Sell |
2,239
-189
| -8% | -$12.2K | 0.05% | 447 |
|
|
2013
Q3 | $161K | Sell |
2,428
-574
| -19% | -$38.1K | 0.06% | 405 |
|
|
2013
Q2 | $206K | Buy |
+3,002
| New | +$206K | 0.07% | 312 |
|