B. Riley Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
+6,035
| New | +$1.72M | 0.08% | 232 |
|
|
2024
Q4 | $1.69M | Sell |
6,251
-3,792
| -38% | -$1.02M | 0.06% | 313 |
|
|
2024
Q3 | $2.63M | Buy |
10,043
+763
| +8% | +$200K | 0.07% | 260 |
|
|
2024
Q2 | $2.32M | Sell |
9,280
-1,519
| -14% | -$381K | 0.06% | 307 |
|
|
2024
Q1 | $2.11M | Buy |
10,799
+1,812
| +20% | +$355K | 0.06% | 338 |
|
|
2023
Q4 | $1.96M | Sell |
8,987
-1,812
| -17% | -$395K | 0.05% | 364 |
|
|
2023
Q3 | $2.11M | Sell |
10,799
-371
| -3% | -$72.6K | 0.06% | 338 |
|
|
2023
Q2 | $2.26M | Buy |
11,170
+584
| +6% | +$118K | 0.05% | 340 |
|
|
2023
Q1 | $1.98M | Buy |
10,586
+226
| +2% | +$42.2K | 0.05% | 348 |
|
|
2022
Q4 | $1.8M | Buy |
10,360
+1,503
| +17% | +$262K | 0.05% | 365 |
|
|
2022
Q3 | $1.45M | Buy |
8,857
+5,078
| +134% | +$831K | 0.04% | 388 |
|
|
2022
Q2 | $652K | Sell |
3,779
-1,254
| -25% | -$216K | 0.03% | 563 |
|
|
2022
Q1 | $1.05M | Sell |
5,033
-2,104
| -29% | -$439K | 0.03% | 472 |
|
|
2021
Q4 | $1.58M | Sell |
7,137
-123
| -2% | -$27.2K | 0.05% | 406 |
|
|
2021
Q3 | $1.46M | Sell |
7,260
-38
| -0.5% | -$7.64K | 0.05% | 413 |
|
|
2021
Q2 | $1.47M | Buy |
7,298
+1,285
| +21% | +$258K | 0.05% | 408 |
|
|
2021
Q1 | $1.12M | Buy |
6,013
+1,674
| +39% | +$310K | 0.04% | 448 |
|
|
2020
Q4 | $763K | Buy |
4,339
+259
| +6% | +$45.5K | 0.04% | 400 |
|
|
2020
Q3 | $639K | Buy |
4,080
+412
| +11% | +$64.5K | 0.03% | 448 |
|
|
2020
Q2 | $525K | Sell |
3,668
-6
| -0.2% | -$859 | 0.04% | 446 |
|
|
2020
Q1 | $436K | Sell |
3,674
-207
| -5% | -$24.6K | 0.04% | 430 |
|
|
2019
Q4 | $574K | Buy |
3,881
+837
| +27% | +$124K | 0.05% | 391 |
|
|
2019
Q3 | $415K | Sell |
3,044
-898
| -23% | -$122K | 0.04% | 465 |
|
|
2019
Q2 | $532K | Buy |
3,942
+30
| +0.8% | +$4.05K | 0.06% | 358 |
|
|
2019
Q1 | $508K | Buy |
3,912
+209
| +6% | +$27.1K | 0.06% | 341 |
|
|
2018
Q4 | $426K | Sell |
3,703
-52
| -1% | -$5.98K | 0.06% | 342 |
|
|
2018
Q3 | $502K | Buy |
3,755
+232
| +7% | +$31K | 0.06% | 349 |
|
|
2018
Q2 | $440K | Buy |
3,523
+223
| +7% | +$27.9K | 0.06% | 361 |
|
|
2018
Q1 | $400K | Buy |
3,300
+331
| +11% | +$40.1K | 0.06% | 369 |
|
|
2017
Q4 | $364K | Buy |
2,969
+840
| +39% | +$103K | 0.05% | 385 |
|
|
2017
Q3 | $246K | Buy |
+2,129
| New | +$246K | 0.04% | 433 |
|
|
2015
Q1 | – | Sell |
-1,687
| Closed | -$159 | – | 1961 |
|
|
2014
Q4 | $159 | Buy |
+1,687
| New | +$159 | ﹤0.01% | 1489 |
|
|
2014
Q3 | – | Sell |
-1,687
| Closed | -$152K | – | 1875 |
|
|
2014
Q2 | $152K | Hold |
1,687
| – | – | 0.04% | 553 |
|
|
2014
Q1 | $145K | Hold |
1,687
| – | – | 0.04% | 501 |
|
|
2013
Q4 | $143K | Hold |
1,687
| – | – | 0.05% | 455 |
|
|
2013
Q3 | $130K | Buy |
+1,687
| New | +$130K | 0.04% | 472 |
|