B. Riley Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $34.3M | Sell |
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|
2024
Q1 | $29.6M | Buy |
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|
2023
Q4 | $31.4M | Sell |
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|
2023
Q3 | $29.6M | Buy |
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|
2023
Q2 | $29.7M | Buy |
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|
2023
Q1 | $24.7M | Buy |
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|
2022
Q4 | $19.9M | Sell |
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|
2022
Q3 | $20.1M | Buy |
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|
2022
Q2 | $14.6M | Sell |
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|
2022
Q1 | $17.6M | Sell |
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|
2021
Q4 | $19.7M | Buy |
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|
2021
Q3 | $15.6M | Buy |
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|
2021
Q2 | $15M | Buy |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $11.7M | Sell |
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|
2020
Q3 | $19M | Buy |
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|
2020
Q2 | $16.3M | Buy |
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|
2020
Q1 | $11.8M | Buy |
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|
2019
Q4 | $7.17M | Buy |
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|
2019
Q3 | $5.44M | Buy |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $4.38M | Buy |
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|
2018
Q4 | $3.77M | Buy |
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|
2018
Q3 | $4.17M | Buy |
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|
2018
Q2 | $3.83M | Buy |
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|
2018
Q1 | $3.51M | Sell |
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|
2017
Q4 | $4.62M | Sell |
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|
2017
Q3 | $4.83M | Buy |
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|
2017
Q2 | $4.27M | Buy |
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|
2017
Q1 | $4.11M | Buy |
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|
2016
Q4 | $3.53M | Buy |
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|
2016
Q3 | $1.85M | Buy |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $833K | Buy |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $632K | Buy |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | $558K | Sell |
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|
2014
Q4 | $5.77K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $33.7K | Buy |
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