B. Riley Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
+25,546
| New | +$4.2M | 0.2% | 106 |
|
|
2024
Q4 | $834K | Buy |
5,155
+15
| +0.3% | +$2.43K | 0.03% | 513 |
|
|
2024
Q3 | $858K | Sell |
5,140
-1,123
| -18% | -$187K | 0.02% | 545 |
|
|
2024
Q2 | $948K | Sell |
6,263
-10,680
| -63% | -$1.62M | 0.02% | 556 |
|
|
2024
Q1 | $2.22M | Buy |
16,943
+264
| +2% | +$34.6K | 0.06% | 318 |
|
|
2023
Q4 | $2.42M | Sell |
16,679
-264
| -2% | -$38.3K | 0.07% | 307 |
|
|
2023
Q3 | $2.22M | Buy |
16,943
+100
| +0.6% | +$13.1K | 0.06% | 318 |
|
|
2023
Q2 | $2.33M | Buy |
16,843
+183
| +1% | +$25.3K | 0.05% | 327 |
|
|
2023
Q1 | $2.23M | Buy |
16,660
+632
| +4% | +$84.7K | 0.06% | 317 |
|
|
2022
Q4 | $2.17M | Sell |
16,028
-383
| -2% | -$51.8K | 0.06% | 317 |
|
|
2022
Q3 | $2M | Buy |
16,411
+3,115
| +23% | +$379K | 0.06% | 311 |
|
|
2022
Q2 | $1.72M | Sell |
13,296
-627
| -5% | -$81.3K | 0.07% | 276 |
|
|
2022
Q1 | $2.08M | Sell |
13,923
-1,257
| -8% | -$188K | 0.07% | 290 |
|
|
2021
Q4 | $2.28M | Buy |
15,180
+341
| +2% | +$51.3K | 0.07% | 324 |
|
|
2021
Q3 | $2.07M | Buy |
14,839
+153
| +1% | +$21.4K | 0.07% | 324 |
|
|
2021
Q2 | $2.06M | Buy |
14,686
+724
| +5% | +$102K | 0.07% | 326 |
|
|
2021
Q1 | $1.88M | Buy |
13,962
+2,197
| +19% | +$296K | 0.07% | 324 |
|
|
2020
Q4 | $1.4M | Sell |
11,765
-6,978
| -37% | -$830K | 0.07% | 258 |
|
|
2020
Q3 | $1.86M | Buy |
18,743
+9,534
| +104% | +$944K | 0.1% | 211 |
|
|
2020
Q2 | $882K | Sell |
9,209
-3,471
| -27% | -$332K | 0.06% | 302 |
|
|
2020
Q1 | $1.03M | Buy |
12,680
+10,988
| +649% | +$893K | 0.09% | 230 |
|
|
2019
Q4 | $202K | Buy |
+1,692
| New | +$202K | 0.02% | 757 |
|
|
2016
Q4 | – | Sell |
-7,155
| Closed | -$670K | – | 642 |
|
|
2016
Q3 | $670K | Sell |
7,155
-684
| -9% | -$64.1K | 0.13% | 191 |
|
|
2016
Q2 | $699K | Buy |
7,839
+1,172
| +18% | +$105K | 0.14% | 182 |
|
|
2016
Q1 | $581K | Buy |
6,667
+274
| +4% | +$23.9K | 0.13% | 193 |
|
|
2015
Q4 | $550K | Buy |
6,393
+1,160
| +22% | +$99.8K | 0.11% | 221 |
|
|
2015
Q3 | $436K | Buy |
5,233
+618
| +13% | +$51.5K | 0.1% | 259 |
|
|
2015
Q2 | $418K | Sell |
4,615
-1,307
| -22% | -$118K | 0.1% | 248 |
|
|
2015
Q1 | $545K | Buy |
5,922
+460
| +8% | +$42.3K | 0.13% | 202 |
|
|
2014
Q4 | $488 | Buy |
5,462
+1,765
| +48% | +$158 | 0.01% | 956 |
|
|
2014
Q3 | $314K | Buy |
3,697
+2,186
| +145% | +$186K | 0.08% | 348 |
|
|
2014
Q2 | $131K | Buy |
+1,511
| New | +$131K | 0.03% | 611 |
|