B. Riley Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
2024
Q4
Sell
2024
Q3
$1.1M Buy
2024
Q2
$922K Buy
2024
Q1
$637K Sell
2023
Q4
$756K Buy
2023
Q3
$637K Buy
2023
Q2
$603K Sell
2023
Q1
$614K Sell
2022
Q4
$985K Sell
2022
Q3
$1.17M Buy
2022
Q2
$1.15M Buy
2022
Q1
$993K Buy
2021
Q4
$591K Buy