BRWA
B. Riley Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
+6,550
| New | +$1.26M | 0.06% | 286 |
|
|
2024
Q4 | $1.63M | Sell |
8,556
-905
| -10% | -$172K | 0.05% | 322 |
|
|
2024
Q3 | $1.7M | Sell |
9,461
-866
| -8% | -$156K | 0.05% | 354 |
|
|
2024
Q2 | $1.75M | Sell |
10,327
-5,709
| -36% | -$967K | 0.04% | 376 |
|
|
2024
Q1 | $2.31M | Buy |
16,036
+1,407
| +10% | +$202K | 0.06% | 306 |
|
|
2023
Q4 | $2.41M | Sell |
14,629
-1,407
| -9% | -$231K | 0.06% | 311 |
|
|
2023
Q3 | $2.31M | Buy |
16,036
+802
| +5% | +$115K | 0.06% | 306 |
|
|
2023
Q2 | $2.27M | Sell |
15,234
-660
| -4% | -$98.6K | 0.05% | 335 |
|
|
2023
Q1 | $2.23M | Buy |
15,894
+3,344
| +27% | +$469K | 0.06% | 319 |
|
|
2022
Q4 | $1.67M | Sell |
12,550
-544
| -4% | -$72.3K | 0.05% | 385 |
|
|
2022
Q3 | $1.67M | Buy |
13,094
+594
| +5% | +$75.6K | 0.05% | 349 |
|
|
2022
Q2 | $1.64M | Sell |
12,500
-484
| -4% | -$63.5K | 0.07% | 284 |
|
|
2022
Q1 | $2.15M | Sell |
12,984
-308
| -2% | -$51K | 0.07% | 283 |
|
|
2021
Q4 | $2.43M | Sell |
13,292
-552
| -4% | -$101K | 0.07% | 307 |
|
|
2021
Q3 | $2.53M | Buy |
13,844
+746
| +6% | +$136K | 0.08% | 281 |
|
|
2021
Q2 | $2.47M | Buy |
13,098
+694
| +6% | +$131K | 0.08% | 287 |
|
|
2021
Q1 | $2.2M | Buy |
12,404
+253
| +2% | +$44.8K | 0.08% | 293 |
|
|
2020
Q4 | $2M | Sell |
12,151
-2,083
| -15% | -$343K | 0.11% | 204 |
|
|
2020
Q3 | $1.83M | Buy |
14,234
+1,280
| +10% | +$164K | 0.1% | 213 |
|
|
2020
Q2 | $1.53M | Buy |
12,954
+779
| +6% | +$92.2K | 0.1% | 204 |
|
|
2020
Q1 | $1.1M | Buy |
12,175
+402
| +3% | +$36.4K | 0.09% | 219 |
|
|
2019
Q4 | $1.48M | Buy |
11,773
+1,234
| +12% | +$156K | 0.13% | 185 |
|
|
2019
Q3 | $1.23M | Buy |
10,539
+622
| +6% | +$72.4K | 0.12% | 196 |
|
|
2019
Q2 | $1.18M | Buy |
9,917
+824
| +9% | +$97.8K | 0.13% | 176 |
|
|
2019
Q1 | $1.05M | Sell |
9,093
-399
| -4% | -$46.1K | 0.13% | 177 |
|
|
2018
Q4 | $948K | Buy |
9,492
+224
| +2% | +$22.4K | 0.13% | 160 |
|
|
2018
Q3 | $1.14M | Sell |
9,268
-169
| -2% | -$20.7K | 0.14% | 168 |
|
|
2018
Q2 | $1.11M | Buy |
9,437
+558
| +6% | +$65.8K | 0.15% | 165 |
|
|
2018
Q1 | $992K | Sell |
8,879
-3,962
| -31% | -$443K | 0.14% | 171 |
|
|
2017
Q4 | $1.44M | Buy |
12,841
+182
| +1% | +$20.4K | 0.19% | 130 |
|
|
2017
Q3 | $1.36M | Buy |
12,659
+1,715
| +16% | +$184K | 0.23% | 114 |
|
|
2017
Q2 | $1.12M | Buy |
10,944
+70
| +0.6% | +$7.17K | 0.2% | 133 |
|
|
2017
Q1 | $1.09M | Buy |
10,874
+878
| +9% | +$87.8K | 0.22% | 121 |
|
|
2016
Q4 | $960K | Buy |
9,996
+307
| +3% | +$29.5K | 0.2% | 134 |
|
|
2016
Q3 | $486K | Buy |
9,689
+2,430
| +33% | +$122K | 0.1% | 269 |
|
|
2016
Q2 | $341K | Buy |
7,259
+149
| +2% | +$7K | 0.07% | 360 |
|
|
2016
Q1 | $312K | Buy |
7,110
+527
| +8% | +$23.1K | 0.07% | 341 |
|
|
2015
Q4 | $553K | Buy |
6,583
+3,148
| +92% | +$264K | 0.11% | 220 |
|
|
2015
Q3 | $281K | Buy |
3,435
+324
| +10% | +$26.5K | 0.07% | 373 |
|
|
2015
Q2 | $287K | Buy |
3,111
+42
| +1% | +$3.88K | 0.07% | 345 |
|
|
2015
Q1 | $283K | Sell |
3,069
-2,148
| -41% | -$198K | 0.07% | 377 |
|
|
2014
Q4 | $2.68K | Buy |
+5,217
| New | +$2.68K | 0.06% | 444 |
|
|
2014
Q3 | – | Sell |
-173
| Closed | -$14.8K | – | 1876 |
|
|
2014
Q2 | $14.8K | Buy |
+173
| New | +$14.8K | ﹤0.01% | 1613 |
|