B. Riley Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
+19,244
| New | +$2.1M | 0.1% | 191 |
|
|
2024
Q4 | $2.16M | Sell |
20,956
-3,402
| -14% | -$351K | 0.07% | 262 |
|
|
2024
Q3 | $2.34M | Buy |
24,358
+1,177
| +5% | +$113K | 0.07% | 284 |
|
|
2024
Q2 | $2.18M | Sell |
23,181
-8,016
| -26% | -$753K | 0.06% | 315 |
|
|
2024
Q1 | $2.14M | Sell |
31,197
-2,477
| -7% | -$170K | 0.06% | 335 |
|
|
2023
Q4 | $2.63M | Buy |
33,674
+2,477
| +8% | +$193K | 0.07% | 285 |
|
|
2023
Q3 | $2.14M | Sell |
31,197
-599
| -2% | -$41K | 0.06% | 335 |
|
|
2023
Q2 | $2.25M | Sell |
31,796
-401
| -1% | -$28.4K | 0.05% | 342 |
|
|
2023
Q1 | $2.02M | Buy |
32,197
+386
| +1% | +$24.3K | 0.05% | 340 |
|
|
2022
Q4 | $1.75M | Buy |
31,811
+406
| +1% | +$22.4K | 0.05% | 370 |
|
|
2022
Q3 | $1.7M | Buy |
31,405
+3,818
| +14% | +$207K | 0.05% | 346 |
|
|
2022
Q2 | $1.55M | Buy |
27,587
+1,266
| +5% | +$71.3K | 0.07% | 301 |
|
|
2022
Q1 | $1.88M | Sell |
26,321
-2,147
| -8% | -$153K | 0.06% | 313 |
|
|
2021
Q4 | $2.24M | Buy |
28,468
+48
| +0.2% | +$3.77K | 0.06% | 327 |
|
|
2021
Q3 | $2M | Buy |
28,420
+1,669
| +6% | +$118K | 0.06% | 331 |
|
|
2021
Q2 | $1.87M | Buy |
26,751
+347
| +1% | +$24.2K | 0.06% | 354 |
|
|
2021
Q1 | $1.65M | Buy |
26,404
+6,152
| +30% | +$385K | 0.06% | 355 |
|
|
2020
Q4 | $1.26M | Buy |
20,252
+1,632
| +9% | +$101K | 0.07% | 278 |
|
|
2020
Q3 | $1.04M | Sell |
18,620
-24
| -0.1% | -$1.34K | 0.06% | 305 |
|
|
2020
Q2 | $920K | Buy |
18,644
+24
| +0.1% | +$1.18K | 0.06% | 292 |
|
|
2020
Q1 | $721K | Buy |
18,620
+2,288
| +14% | +$88.6K | 0.06% | 297 |
|
|
2019
Q4 | $739K | Sell |
16,332
-1,064
| -6% | -$48.1K | 0.06% | 305 |
|
|
2019
Q3 | $714K | Sell |
17,396
-2,676
| -13% | -$110K | 0.07% | 292 |
|
|
2019
Q2 | $816K | Sell |
20,072
-104
| -0.5% | -$4.23K | 0.09% | 238 |
|
|
2019
Q1 | $785K | Sell |
20,176
-460
| -2% | -$17.9K | 0.1% | 227 |
|
|
2018
Q4 | $694K | Sell |
20,636
-3,208
| -13% | -$108K | 0.1% | 222 |
|
|
2018
Q3 | $954K | Buy |
23,844
+3,036
| +15% | +$121K | 0.11% | 198 |
|
|
2018
Q2 | $765K | Buy |
20,808
+5,512
| +36% | +$203K | 0.1% | 217 |
|
|
2018
Q1 | $535K | Buy |
15,296
+4,080
| +36% | +$143K | 0.07% | 292 |
|
|
2017
Q4 | $387K | Buy |
11,216
+1,648
| +17% | +$56.9K | 0.05% | 374 |
|
|
2017
Q3 | $307K | Buy |
+9,568
| New | +$307K | 0.05% | 367 |
|