B. Riley Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
+11,772
| New | +$3.29M | 0.15% | 136 |
|
|
2024
Q4 | $9.01M | Sell |
34,109
-7,022
| -17% | -$1.85M | 0.3% | 66 |
|
|
2024
Q3 | $10.8M | Sell |
41,131
-6,562
| -14% | -$1.72M | 0.3% | 69 |
|
|
2024
Q2 | $11.6M | Buy |
47,693
+8,149
| +21% | +$1.98M | 0.3% | 66 |
|
|
2024
Q1 | $8.23M | Buy |
39,544
+1,041
| +3% | +$217K | 0.22% | 95 |
|
|
2023
Q4 | $8.96M | Sell |
38,503
-1,041
| -3% | -$242K | 0.24% | 84 |
|
|
2023
Q3 | $8.23M | Buy |
39,544
+7,208
| +22% | +$1.5M | 0.22% | 95 |
|
|
2023
Q2 | $7.12M | Sell |
32,336
-4,905
| -13% | -$1.08M | 0.16% | 134 |
|
|
2023
Q1 | $7.85M | Buy |
37,241
+1,619
| +5% | +$341K | 0.21% | 107 |
|
|
2022
Q4 | $7.26M | Buy |
35,622
+8,598
| +32% | +$1.75M | 0.2% | 112 |
|
|
2022
Q3 | $5.08M | Buy |
27,024
+16,324
| +153% | +$3.07M | 0.15% | 145 |
|
|
2022
Q2 | $2.11M | Sell |
10,700
-505
| -5% | -$99.4K | 0.09% | 235 |
|
|
2022
Q1 | $2.67M | Sell |
11,205
-2,610
| -19% | -$621K | 0.09% | 241 |
|
|
2021
Q4 | $3.52M | Buy |
13,815
+243
| +2% | +$61.9K | 0.1% | 214 |
|
|
2021
Q3 | $3.21M | Sell |
13,572
-15
| -0.1% | -$3.55K | 0.1% | 225 |
|
|
2021
Q2 | $3.2M | Buy |
13,587
+2,142
| +19% | +$505K | 0.1% | 228 |
|
|
2021
Q1 | $2.51M | Buy |
11,445
+4,323
| +61% | +$950K | 0.09% | 263 |
|
|
2020
Q4 | $1.47M | Sell |
7,122
-26,342
| -79% | -$5.45M | 0.08% | 250 |
|
|
2020
Q3 | $5.88M | Buy |
33,464
+1,177
| +4% | +$207K | 0.31% | 78 |
|
|
2020
Q2 | $5.29M | Sell |
32,287
-2,868
| -8% | -$470K | 0.35% | 71 |
|
|
2020
Q1 | $4.63M | Buy |
35,155
+29,440
| +515% | +$3.88M | 0.4% | 56 |
|
|
2019
Q4 | $1.02M | Buy |
5,715
+88
| +2% | +$15.7K | 0.09% | 242 |
|
|
2019
Q3 | $943K | Buy |
5,627
+41
| +0.7% | +$6.87K | 0.09% | 229 |
|
|
2019
Q2 | $934K | Sell |
5,586
-543
| -9% | -$90.8K | 0.1% | 213 |
|
|
2019
Q1 | $986K | Buy |
6,129
+173
| +3% | +$27.8K | 0.12% | 187 |
|
|
2018
Q4 | $823K | Sell |
5,956
-573
| -9% | -$79.2K | 0.12% | 185 |
|
|
2018
Q3 | $1.07M | Sell |
6,529
-28
| -0.4% | -$4.6K | 0.13% | 180 |
|
|
2018
Q2 | $1.03M | Buy |
6,557
+461
| +8% | +$72.7K | 0.14% | 174 |
|
|
2018
Q1 | $940K | Buy |
6,096
+933
| +18% | +$144K | 0.13% | 178 |
|
|
2017
Q4 | $800K | Sell |
5,163
-804
| -13% | -$125K | 0.11% | 210 |
|
|
2017
Q3 | $878K | Buy |
5,967
+231
| +4% | +$34K | 0.15% | 160 |
|
|
2017
Q2 | $818K | Buy |
5,736
+757
| +15% | +$108K | 0.15% | 174 |
|
|
2017
Q1 | $694K | Buy |
4,979
+5
| +0.1% | +$697 | 0.14% | 184 |
|
|
2016
Q4 | $655K | Sell |
4,974
-1,259
| -20% | -$166K | 0.13% | 188 |
|
|
2016
Q3 | $807K | Buy |
6,233
+955
| +18% | +$124K | 0.16% | 165 |
|
|
2016
Q2 | $653K | Buy |
5,278
+314
| +6% | +$38.8K | 0.13% | 197 |
|
|
2016
Q1 | $602K | Buy |
4,964
+536
| +12% | +$65K | 0.14% | 183 |
|
|
2015
Q4 | $532K | Buy |
4,428
+6
| +0.1% | +$721 | 0.11% | 231 |
|
|
2015
Q3 | $516K | Buy |
4,422
+343
| +8% | +$40K | 0.12% | 226 |
|
|
2015
Q2 | $521K | Buy |
4,079
+66
| +2% | +$8.43K | 0.13% | 199 |
|
|
2015
Q1 | $533K | Buy |
4,013
+89
| +2% | +$11.8K | 0.13% | 207 |
|
|
2014
Q4 | $3.07K | Buy |
3,924
+150
| +4% | +$117 | 0.07% | 379 |
|
|
2014
Q3 | $443K | Buy |
3,774
+36
| +1% | +$4.23K | 0.12% | 234 |
|
|
2014
Q2 | $444K | Buy |
3,738
+2,216
| +146% | +$263K | 0.1% | 214 |
|
|
2014
Q1 | $173K | Buy |
1,522
+51
| +3% | +$5.8K | 0.05% | 432 |
|
|
2013
Q4 | $162K | Buy |
1,471
+18
| +1% | +$1.98K | 0.05% | 410 |
|
|
2013
Q3 | $149K | Buy |
+1,453
| New | +$149K | 0.05% | 427 |
|