B. Riley Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,170
| Closed | -$1.94M | – | 1613 |
|
|
2024
Q1 | $1.94M | Buy |
+10,170
| New | +$1.94M | 0.05% | 368 |
|
|
2023
Q4 | – | Sell |
-10,170
| Closed | -$1.94M | – | 1512 |
|
|
2023
Q3 | $1.94M | Sell |
10,170
-348
| -3% | -$66.4K | 0.05% | 368 |
|
|
2023
Q2 | $2.08M | Sell |
10,518
-542
| -5% | -$107K | 0.05% | 364 |
|
|
2023
Q1 | $2.03M | Sell |
11,060
-111
| -1% | -$20.3K | 0.05% | 339 |
|
|
2022
Q4 | $1.92M | Sell |
11,171
-418
| -4% | -$71.8K | 0.05% | 345 |
|
|
2022
Q3 | $1.87M | Buy |
+11,589
| New | +$1.87M | 0.06% | 325 |
|