BRWA
B. Riley Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Buy |
+25,287
| New | +$7.69M | 0.36% | 47 |
|
|
2024
Q4 | $11.8M | Sell |
40,813
-1,572
| -4% | -$456K | 0.39% | 47 |
|
|
2024
Q3 | $11.9M | Sell |
42,385
-5,198
| -11% | -$1.47M | 0.33% | 61 |
|
|
2024
Q2 | $12.8M | Sell |
47,583
-3,246
| -6% | -$871K | 0.33% | 56 |
|
|
2024
Q1 | $10.8M | Buy |
50,829
+8,129
| +19% | +$1.73M | 0.29% | 73 |
|
|
2023
Q4 | $10.1M | Sell |
42,700
-8,129
| -16% | -$1.93M | 0.27% | 70 |
|
|
2023
Q3 | $10.8M | Sell |
50,829
-5,584
| -10% | -$1.19M | 0.29% | 73 |
|
|
2023
Q2 | $12.4M | Sell |
56,413
-1,872
| -3% | -$412K | 0.28% | 74 |
|
|
2023
Q1 | $11.9M | Sell |
58,285
-4,085
| -7% | -$834K | 0.32% | 67 |
|
|
2022
Q4 | $11.9M | Sell |
62,370
-3,079
| -5% | -$589K | 0.33% | 67 |
|
|
2022
Q3 | $11.7M | Buy |
65,449
+18,102
| +38% | +$3.25M | 0.35% | 60 |
|
|
2022
Q2 | $8.93M | Sell |
47,347
-8,810
| -16% | -$1.66M | 0.38% | 57 |
|
|
2022
Q1 | $12.8M | Buy |
56,157
+675
| +1% | +$154K | 0.42% | 47 |
|
|
2021
Q4 | $13.4M | Buy |
55,482
+13,373
| +32% | +$3.23M | 0.39% | 50 |
|
|
2021
Q3 | $9.35M | Buy |
42,109
+2,304
| +6% | +$512K | 0.3% | 71 |
|
|
2021
Q2 | $8.87M | Buy |
39,805
+756
| +2% | +$168K | 0.29% | 71 |
|
|
2021
Q1 | $8.07M | Buy |
39,049
+9,178
| +31% | +$1.9M | 0.29% | 74 |
|
|
2020
Q4 | $5.82M | Buy |
29,871
+1,680
| +6% | +$327K | 0.31% | 75 |
|
|
2020
Q3 | $4.79M | Sell |
28,191
-285
| -1% | -$48.4K | 0.26% | 95 |
|
|
2020
Q2 | $4.46M | Sell |
28,476
-6,949
| -20% | -$1.09M | 0.3% | 83 |
|
|
2020
Q1 | $4.57M | Buy |
35,425
+5,924
| +20% | +$764K | 0.39% | 58 |
|
|
2019
Q4 | $4.83M | Buy |
29,501
+2,174
| +8% | +$356K | 0.41% | 54 |
|
|
2019
Q3 | $4.13M | Buy |
27,327
+1,130
| +4% | +$171K | 0.41% | 49 |
|
|
2019
Q2 | $3.93M | Sell |
26,197
-1,983
| -7% | -$298K | 0.43% | 51 |
|
|
2019
Q1 | $4.08M | Buy |
28,180
+586
| +2% | +$84.8K | 0.51% | 40 |
|
|
2018
Q4 | $3.52M | Sell |
27,594
-1,016
| -4% | -$130K | 0.5% | 42 |
|
|
2018
Q3 | $4.28M | Buy |
28,610
+1,277
| +5% | +$191K | 0.51% | 41 |
|
|
2018
Q2 | $3.84M | Sell |
27,333
-2,538
| -8% | -$356K | 0.51% | 43 |
|
|
2018
Q1 | $4.06M | Buy |
29,871
+1,384
| +5% | +$188K | 0.57% | 35 |
|
|
2017
Q4 | $3.91M | Buy |
28,487
+3,074
| +12% | +$422K | 0.53% | 43 |
|
|
2017
Q3 | $3.29M | Buy |
25,413
+856
| +3% | +$111K | 0.55% | 39 |
|
|
2017
Q2 | $3.06M | Buy |
24,557
+2,158
| +10% | +$269K | 0.55% | 43 |
|
|
2017
Q1 | $2.72M | Buy |
22,399
+3,269
| +17% | +$397K | 0.54% | 45 |
|
|
2016
Q4 | $2.21M | Sell |
19,130
-5,410
| -22% | -$624K | 0.45% | 52 |
|
|
2016
Q3 | $2.73M | Buy |
24,540
+2,417
| +11% | +$269K | 0.54% | 35 |
|
|
2016
Q2 | $2.37M | Sell |
22,123
-4,822
| -18% | -$517K | 0.47% | 47 |
|
|
2016
Q1 | $2.45M | Buy |
26,945
+296
| +1% | +$26.9K | 0.57% | 41 |
|
|
2015
Q4 | $2.78M | Buy |
26,649
+13,422
| +101% | +$1.4M | 0.56% | 36 |
|
|
2015
Q3 | $1.31M | Buy |
13,227
+11,338
| +600% | +$1.12M | 0.31% | 79 |
|
|
2015
Q2 | $203K | Sell |
1,889
-4,190
| -69% | -$450K | 0.05% | 459 |
|
|
2015
Q1 | $652K | Sell |
6,079
-1,362
| -18% | -$146K | 0.16% | 163 |
|
|
2014
Q4 | $3.14K | Buy |
7,441
+2,495
| +50% | +$1.05K | 0.07% | 375 |
|
|
2014
Q3 | $501K | Sell |
4,946
-1,987
| -29% | -$201K | 0.13% | 207 |
|
|
2014
Q2 | $184K | Buy |
6,933
+1,816
| +35% | +$48.1K | 0.04% | 478 |
|
|
2014
Q1 | $499K | Buy |
5,117
+1,392
| +37% | +$136K | 0.15% | 152 |
|
|
2013
Q4 | $357K | Buy |
3,725
+15
| +0.4% | +$1.44K | 0.11% | 200 |
|
|
2013
Q3 | $325K | Buy |
+3,710
| New | +$325K | 0.11% | 207 |
|