B. Riley Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Buy |
+4,343
| New | +$379K | 0.02% | 613 |
|
2024
Q4 | $850K | Sell |
9,517
-3,775
| -28% | -$337K | 0.03% | 508 |
|
2024
Q3 | $1.17M | Sell |
13,292
-5,572
| -30% | -$492K | 0.03% | 451 |
|
2024
Q2 | $1.55M | Sell |
18,864
-1,678
| -8% | -$138K | 0.04% | 411 |
|
2024
Q1 | $1.47M | Sell |
20,542
-9,028
| -31% | -$645K | 0.04% | 423 |
|
2023
Q4 | $2.4M | Buy |
29,570
+9,028
| +44% | +$732K | 0.06% | 314 |
|
2023
Q3 | $1.47M | Buy |
20,542
+7,328
| +55% | +$524K | 0.04% | 423 |
|
2023
Q2 | $999K | Sell |
13,214
-4,424
| -25% | -$335K | 0.02% | 567 |
|
2023
Q1 | $1.27M | Buy |
17,638
+8,850
| +101% | +$638K | 0.03% | 470 |
|
2022
Q4 | $618K | Sell |
8,788
-229
| -3% | -$16.1K | 0.02% | 708 |
|
2022
Q3 | $602K | Buy |
9,017
+5,153
| +133% | +$344K | 0.02% | 676 |
|
2022
Q2 | $265K | Buy |
3,864
+243
| +7% | +$16.7K | 0.01% | 932 |
|
2022
Q1 | $301K | Buy |
3,621
+408
| +13% | +$33.9K | 0.01% | 1009 |
|
2021
Q4 | $290K | Buy |
3,213
+311
| +11% | +$28.1K | 0.01% | 1095 |
|
2021
Q3 | $258K | Buy |
2,902
+649
| +29% | +$57.7K | 0.01% | 1120 |
|
2021
Q2 | $209K | Sell |
2,253
-27
| -1% | -$2.51K | 0.01% | 1200 |
|
2021
Q1 | $204K | Buy |
+2,280
| New | +$204K | 0.01% | 1189 |
|