B. Riley Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
+2,072
| New | +$589K | 0.03% | 464 |
|
|
2024
Q4 | $2.03M | Sell |
8,002
-47
| -0.6% | -$11.9K | 0.07% | 279 |
|
|
2024
Q3 | $1.96M | Sell |
8,049
-1,062
| -12% | -$258K | 0.05% | 319 |
|
|
2024
Q2 | $2.09M | Sell |
9,111
-7,136
| -44% | -$1.64M | 0.05% | 325 |
|
|
2024
Q1 | $3.16M | Buy |
16,247
+791
| +5% | +$154K | 0.09% | 229 |
|
|
2023
Q4 | $3.39M | Sell |
15,456
-791
| -5% | -$174K | 0.09% | 228 |
|
|
2023
Q3 | $3.16M | Sell |
16,247
-513
| -3% | -$99.9K | 0.09% | 229 |
|
|
2023
Q2 | $3.45M | Buy |
16,760
+1,985
| +13% | +$408K | 0.08% | 243 |
|
|
2023
Q1 | $2.88M | Sell |
14,775
-268
| -2% | -$52.2K | 0.08% | 259 |
|
|
2022
Q4 | $2.7M | Buy |
15,043
+1,824
| +14% | +$328K | 0.08% | 266 |
|
|
2022
Q3 | $2.26M | Buy |
13,219
+2,925
| +28% | +$499K | 0.07% | 283 |
|
|
2022
Q2 | $1.81M | Sell |
10,294
-712
| -6% | -$125K | 0.08% | 271 |
|
|
2022
Q1 | $2.45M | Sell |
11,006
-4,498
| -29% | -$1M | 0.08% | 254 |
|
|
2021
Q4 | $3.95M | Sell |
15,504
-1,773
| -10% | -$451K | 0.11% | 193 |
|
|
2021
Q3 | $4.08M | Buy |
17,277
+2,847
| +20% | +$673K | 0.13% | 171 |
|
|
2021
Q2 | $3.41M | Buy |
14,430
+994
| +7% | +$235K | 0.11% | 210 |
|
|
2021
Q1 | $2.88M | Buy |
13,436
+3,348
| +33% | +$719K | 0.1% | 223 |
|
|
2020
Q4 | $2.14M | Sell |
10,088
-7,362
| -42% | -$1.56M | 0.11% | 192 |
|
|
2020
Q3 | $3.03M | Buy |
17,450
+8,500
| +95% | +$1.48M | 0.16% | 143 |
|
|
2020
Q2 | $1.48M | Buy |
8,950
+1,134
| +15% | +$187K | 0.1% | 209 |
|
|
2020
Q1 | $991K | Buy |
7,816
+6,500
| +494% | +$824K | 0.08% | 238 |
|
|
2019
Q4 | $209K | Sell |
1,316
-274
| -17% | -$43.5K | 0.02% | 745 |
|
|
2019
Q3 | $236K | Buy |
+1,590
| New | +$236K | 0.02% | 682 |
|
|
2016
Q4 | – | Sell |
-1,908
| Closed | -$203K | – | 643 |
|
|
2016
Q3 | $203K | Sell |
1,908
-58
| -3% | -$6.17K | 0.04% | 535 |
|
|
2016
Q2 | $201K | Buy |
+1,966
| New | +$201K | 0.04% | 534 |
|
|
2015
Q4 | – | Sell |
-6,354
| Closed | -$618K | – | 622 |
|
|
2015
Q3 | $618K | Buy |
6,354
+955
| +18% | +$92.9K | 0.15% | 195 |
|
|
2015
Q2 | $576K | Buy |
5,399
+1,093
| +25% | +$117K | 0.14% | 186 |
|
|
2015
Q1 | $465K | Buy |
4,306
+2,518
| +141% | +$272K | 0.11% | 239 |
|
|
2014
Q4 | $182 | Buy |
+1,788
| New | +$182 | ﹤0.01% | 1422 |
|
|
2014
Q3 | – | Sell |
-381
| Closed | -$36.7K | – | 1864 |
|
|
2014
Q2 | $36.7K | Buy |
+381
| New | +$36.7K | 0.01% | 1161 |
|