B. Riley Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Sell
2025
Q2
$379K Buy
2024
Q4
$850K Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.55M Sell
2024
Q1
$1.47M Sell
2023
Q4
$2.4M Buy
2023
Q3
$1.47M Buy
2023
Q2
$999K Sell
2023
Q1
$1.27M Buy
2022
Q4
$618K Sell
2022
Q3
$602K Buy
2022
Q2
$265K Buy
2022
Q1
$301K Buy
2021
Q4
$290K Buy
2021
Q3
$258K Buy
2021
Q2
$209K Sell
2021
Q1
$204K Buy