BRWA
B. Riley Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
+95,066
| New | +$4.7M | 0.22% | 96 |
|
|
2024
Q4 | $5.8M | Sell |
131,762
-19,060
| -13% | -$839K | 0.19% | 118 |
|
|
2024
Q3 | $7.29M | Sell |
150,822
-14,274
| -9% | -$690K | 0.2% | 112 |
|
|
2024
Q2 | $7.22M | Sell |
165,096
-133,157
| -45% | -$5.83M | 0.18% | 113 |
|
|
2024
Q1 | $11.7M | Buy |
298,253
+119,989
| +67% | +$4.7M | 0.32% | 65 |
|
|
2023
Q4 | $7.33M | Sell |
178,264
-119,989
| -40% | -$4.93M | 0.2% | 113 |
|
|
2023
Q3 | $11.7M | Buy |
298,253
+8,704
| +3% | +$341K | 0.32% | 65 |
|
|
2023
Q2 | $11.8M | Sell |
289,549
-16,125
| -5% | -$656K | 0.26% | 82 |
|
|
2023
Q1 | $12.3M | Sell |
305,674
-970
| -0.3% | -$39.2K | 0.33% | 64 |
|
|
2022
Q4 | $12M | Sell |
306,644
-20,131
| -6% | -$785K | 0.33% | 65 |
|
|
2022
Q3 | $11.9M | Buy |
326,775
+102,647
| +46% | +$3.75M | 0.36% | 58 |
|
|
2022
Q2 | $9.34M | Sell |
224,128
-618
| -0.3% | -$25.7K | 0.39% | 53 |
|
|
2022
Q1 | $10.4M | Sell |
224,746
-79
| -0% | -$3.64K | 0.34% | 57 |
|
|
2021
Q4 | $11.1M | Sell |
224,825
-13,875
| -6% | -$686K | 0.32% | 64 |
|
|
2021
Q3 | $11.9M | Buy |
238,700
+18,179
| +8% | +$909K | 0.38% | 54 |
|
|
2021
Q2 | $12M | Buy |
220,521
+12,136
| +6% | +$659K | 0.39% | 52 |
|
|
2021
Q1 | $10.8M | Buy |
208,385
+14,460
| +7% | +$753K | 0.38% | 49 |
|
|
2020
Q4 | $9.72M | Sell |
193,925
-40,524
| -17% | -$2.03M | 0.52% | 40 |
|
|
2020
Q3 | $10.1M | Buy |
234,449
+28,176
| +14% | +$1.21M | 0.54% | 40 |
|
|
2020
Q2 | $8.17M | Buy |
206,273
+6,291
| +3% | +$249K | 0.55% | 37 |
|
|
2020
Q1 | $6.71M | Buy |
199,982
+29,864
| +18% | +$1M | 0.57% | 34 |
|
|
2019
Q4 | $7.57M | Buy |
170,118
+11,021
| +7% | +$490K | 0.64% | 27 |
|
|
2019
Q3 | $6.41M | Buy |
159,097
+7,812
| +5% | +$315K | 0.63% | 29 |
|
|
2019
Q2 | $6.44M | Buy |
151,285
+8,880
| +6% | +$378K | 0.71% | 24 |
|
|
2019
Q1 | $6.05M | Buy |
142,405
+10,474
| +8% | +$445K | 0.76% | 24 |
|
|
2018
Q4 | $5.03M | Buy |
131,931
+7,909
| +6% | +$301K | 0.72% | 26 |
|
|
2018
Q3 | $5.09M | Buy |
124,022
+15,128
| +14% | +$620K | 0.61% | 33 |
|
|
2018
Q2 | $4.6M | Buy |
108,894
+9,497
| +10% | +$401K | 0.61% | 34 |
|
|
2018
Q1 | $4.67M | Buy |
99,397
+18,228
| +22% | +$856K | 0.65% | 26 |
|
|
2017
Q4 | $3.73M | Buy |
81,169
+16,236
| +25% | +$746K | 0.5% | 44 |
|
|
2017
Q3 | $2.83M | Buy |
64,933
+23,921
| +58% | +$1.04M | 0.47% | 48 |
|
|
2017
Q2 | $1.68M | Buy |
41,012
+1,303
| +3% | +$53.2K | 0.3% | 94 |
|
|
2017
Q1 | $1.58M | Buy |
39,709
+1,712
| +5% | +$68.1K | 0.31% | 85 |
|
|
2016
Q4 | $1.36M | Sell |
37,997
-466
| -1% | -$16.7K | 0.28% | 95 |
|
|
2016
Q3 | $1.45M | Buy |
38,463
+4,016
| +12% | +$152K | 0.28% | 86 |
|
|
2016
Q2 | $1.22M | Buy |
34,447
+4,568
| +15% | +$162K | 0.24% | 102 |
|
|
2016
Q1 | $1.03M | Sell |
29,879
-6,198
| -17% | -$214K | 0.24% | 101 |
|
|
2015
Q4 | $1.18M | Buy |
36,077
+17,431
| +93% | +$571K | 0.24% | 114 |
|
|
2015
Q3 | $619K | Buy |
18,646
+6,855
| +58% | +$228K | 0.15% | 194 |
|
|
2015
Q2 | $483K | Sell |
11,791
-3,400
| -22% | -$139K | 0.12% | 217 |
|
|
2015
Q1 | $621K | Buy |
15,191
+1,629
| +12% | +$66.6K | 0.15% | 176 |
|
|
2014
Q4 | $3.04K | Buy |
13,562
+8,179
| +152% | +$1.84K | 0.07% | 383 |
|
|
2014
Q3 | $224K | Sell |
5,383
-6,256
| -54% | -$260K | 0.06% | 471 |
|
|
2014
Q2 | $268K | Buy |
11,639
+6,146
| +112% | +$141K | 0.06% | 355 |
|
|
2014
Q1 | $223K | Sell |
5,493
-1,112
| -17% | -$45.1K | 0.07% | 349 |
|
|
2013
Q4 | $272K | Buy |
6,605
+123
| +2% | +$5.07K | 0.09% | 267 |
|
|
2013
Q3 | $260K | Buy |
6,482
+225
| +4% | +$9.03K | 0.09% | 257 |
|
|
2013
Q2 | $243K | Buy |
+6,257
| New | +$243K | 0.08% | 277 |
|