BRWA
B. Riley Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
+10,735
| New | +$1.43M | 0.07% | 260 |
|
|
2024
Q4 | $3.43M | Sell |
26,875
-5,093
| -16% | -$650K | 0.11% | 187 |
|
|
2024
Q3 | $4.09M | Sell |
31,968
-2,474
| -7% | -$316K | 0.11% | 185 |
|
|
2024
Q2 | $4.08M | Sell |
34,442
-8,224
| -19% | -$975K | 0.1% | 193 |
|
|
2024
Q1 | $4.41M | Sell |
42,666
-102
| -0.2% | -$10.5K | 0.12% | 175 |
|
|
2023
Q4 | $4.77M | Buy |
42,768
+102
| +0.2% | +$11.4K | 0.13% | 173 |
|
|
2023
Q3 | $4.41M | Sell |
42,666
-5,328
| -11% | -$550K | 0.12% | 175 |
|
|
2023
Q2 | $5.09M | Sell |
47,994
-356
| -0.7% | -$37.8K | 0.11% | 183 |
|
|
2023
Q1 | $5.1M | Buy |
48,350
+3,429
| +8% | +$362K | 0.14% | 169 |
|
|
2022
Q4 | $4.86M | Buy |
44,921
+7,290
| +19% | +$789K | 0.14% | 170 |
|
|
2022
Q3 | $3.57M | Buy |
37,631
+9,496
| +34% | +$901K | 0.11% | 196 |
|
|
2022
Q2 | $2.86M | Sell |
28,135
-28,398
| -50% | -$2.89M | 0.12% | 172 |
|
|
2022
Q1 | $6.35M | Buy |
56,533
+47
| +0.1% | +$5.28K | 0.21% | 107 |
|
|
2021
Q4 | $6.33M | Buy |
56,486
+570
| +1% | +$63.9K | 0.18% | 114 |
|
|
2021
Q3 | $5.78M | Sell |
55,916
-1,080
| -2% | -$112K | 0.18% | 118 |
|
|
2021
Q2 | $5.97M | Sell |
56,996
-324
| -0.6% | -$33.9K | 0.19% | 114 |
|
|
2021
Q1 | $5.79M | Buy |
57,320
+43,248
| +307% | +$4.37M | 0.2% | 112 |
|
|
2020
Q4 | $1.29M | Sell |
14,072
-1,769
| -11% | -$162K | 0.07% | 273 |
|
|
2020
Q3 | $1.28M | Sell |
15,841
-289
| -2% | -$23.3K | 0.07% | 271 |
|
|
2020
Q2 | $1.27M | Sell |
16,130
-480
| -3% | -$37.8K | 0.08% | 236 |
|
|
2020
Q1 | $1.18M | Buy |
16,610
+3,819
| +30% | +$270K | 0.1% | 209 |
|
|
2019
Q4 | $1.2M | Sell |
12,791
-1,901
| -13% | -$178K | 0.1% | 217 |
|
|
2019
Q3 | $1.3M | Buy |
14,692
+1,296
| +10% | +$115K | 0.13% | 179 |
|
|
2019
Q2 | $1.17M | Sell |
13,396
-793
| -6% | -$69.3K | 0.13% | 179 |
|
|
2019
Q1 | $1.22M | Buy |
14,189
+896
| +7% | +$76.8K | 0.15% | 156 |
|
|
2018
Q4 | $1.04M | Buy |
13,293
+3,019
| +29% | +$236K | 0.15% | 147 |
|
|
2018
Q3 | $895K | Buy |
10,274
+295
| +3% | +$25.7K | 0.11% | 208 |
|
|
2018
Q2 | $829K | Buy |
9,979
+768
| +8% | +$63.8K | 0.11% | 202 |
|
|
2018
Q1 | $760K | Sell |
9,211
-347
| -4% | -$28.6K | 0.11% | 213 |
|
|
2017
Q4 | $819K | Sell |
9,558
-11,148
| -54% | -$955K | 0.11% | 207 |
|
|
2017
Q3 | $1.65M | Buy |
20,706
+10,322
| +99% | +$822K | 0.27% | 98 |
|
|
2017
Q2 | $812K | Buy |
10,384
+423
| +4% | +$33.1K | 0.15% | 176 |
|
|
2017
Q1 | $774K | Buy |
9,961
+1,985
| +25% | +$154K | 0.15% | 163 |
|
|
2016
Q4 | $605K | Sell |
7,976
-3,029
| -28% | -$230K | 0.12% | 203 |
|
|
2016
Q3 | $794K | Sell |
11,005
-2,445
| -18% | -$176K | 0.16% | 168 |
|
|
2016
Q2 | $962K | Buy |
13,450
+2,754
| +26% | +$197K | 0.19% | 144 |
|
|
2016
Q1 | $738K | Sell |
10,696
-2,368
| -18% | -$163K | 0.17% | 147 |
|
|
2015
Q4 | $873K | Buy |
13,064
+480
| +4% | +$32.1K | 0.18% | 153 |
|
|
2015
Q3 | $789K | Buy |
12,584
+4,875
| +63% | +$306K | 0.19% | 142 |
|
|
2015
Q2 | $520K | Sell |
7,709
-1,837
| -19% | -$124K | 0.13% | 200 |
|
|
2015
Q1 | $652K | Sell |
9,546
-3,884
| -29% | -$265K | 0.16% | 164 |
|
|
2014
Q4 | $6.36K | Buy |
13,430
+10,113
| +305% | +$4.79K | 0.14% | 182 |
|
|
2014
Q3 | $220K | Sell |
3,317
-53
| -2% | -$3.52K | 0.06% | 478 |
|
|
2014
Q2 | $223K | Buy |
3,370
+1,561
| +86% | +$104K | 0.05% | 415 |
|
|
2014
Q1 | $114K | Buy |
+1,809
| New | +$114K | 0.03% | 579 |
|