B. Riley Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
+1,534
| New | +$431K | 0.02% | 571 |
|
|
2024
Q4 | $408K | Sell |
1,530
-20,532
| -93% | -$5.48M | 0.01% | 761 |
|
|
2024
Q3 | $5.67M | Sell |
22,062
-1,389
| -6% | -$357K | 0.16% | 141 |
|
|
2024
Q2 | $5.79M | Buy |
23,451
+13,325
| +132% | +$3.29M | 0.15% | 142 |
|
|
2024
Q1 | $1.97M | Buy |
10,126
+1,313
| +15% | +$256K | 0.05% | 362 |
|
|
2023
Q4 | $1.91M | Sell |
8,813
-1,313
| -13% | -$285K | 0.05% | 374 |
|
|
2023
Q3 | $1.97M | Buy |
10,126
+1,481
| +17% | +$288K | 0.05% | 362 |
|
|
2023
Q2 | $1.74M | Buy |
8,645
+1,255
| +17% | +$253K | 0.04% | 408 |
|
|
2023
Q1 | $1.38M | Buy |
7,390
+4,790
| +184% | +$893K | 0.04% | 451 |
|
|
2022
Q4 | $453K | Sell |
2,600
-269
| -9% | -$46.9K | 0.01% | 828 |
|
|
2022
Q3 | $469K | Sell |
2,869
-568
| -17% | -$92.9K | 0.01% | 784 |
|
|
2022
Q2 | $591K | Sell |
3,437
-409
| -11% | -$70.3K | 0.02% | 588 |
|
|
2022
Q1 | $797K | Buy |
3,846
+426
| +12% | +$88.3K | 0.03% | 559 |
|
|
2021
Q4 | $749K | Sell |
3,420
-149
| -4% | -$32.6K | 0.02% | 632 |
|
|
2021
Q3 | $715K | Sell |
3,569
-16
| -0.4% | -$3.21K | 0.02% | 633 |
|
|
2021
Q2 | $718K | Buy |
3,585
+225
| +7% | +$45.1K | 0.02% | 628 |
|
|
2021
Q1 | $623K | Sell |
3,360
-39
| -1% | -$7.23K | 0.02% | 632 |
|
|
2020
Q4 | $596K | Sell |
3,399
-260
| -7% | -$45.6K | 0.03% | 479 |
|
|
2020
Q3 | $565K | Buy |
3,659
+476
| +15% | +$73.5K | 0.03% | 488 |
|
|
2020
Q2 | $452K | Buy |
3,183
+306
| +11% | +$43.5K | 0.03% | 492 |
|
|
2020
Q1 | $338K | Buy |
2,877
+341
| +13% | +$40.1K | 0.03% | 504 |
|
|
2019
Q4 | $374K | Buy |
+2,536
| New | +$374K | 0.03% | 520 |
|
|
2015
Q1 | – | Sell |
-93
| Closed | -$9 | – | 1951 |
|
|
2014
Q4 | $9 | Buy |
+93
| New | +$9 | ﹤0.01% | 2932 |
|
|
2014
Q3 | – | Sell |
-93
| Closed | -$8.42K | – | 1862 |
|
|
2014
Q2 | $8.42K | Buy |
+93
| New | +$8.42K | ﹤0.01% | 1859 |
|