B. Riley Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $675 | Buy |
8,688
+5,169
| +147% | +$402 | ﹤0.01% | 358 |
|
|
2022
Q1 | $288K | Sell |
3,519
-559
| -14% | -$45.7K | 0.02% | 462 |
|
|
2021
Q4 | $357K | Buy |
4,078
+39
| +1% | +$3.41K | 0.02% | 423 |
|
|
2021
Q3 | $361K | Buy |
+4,039
| New | +$361K | 0.03% | 410 |
|
|
2020
Q3 | – | Sell |
-6,431
| Closed | -$587K | – | 422 |
|
|
2020
Q2 | $587K | Sell |
6,431
-6,393
| -50% | -$584K | 0.06% | 210 |
|
|
2020
Q1 | $1.15M | Buy |
12,824
+7,920
| +162% | +$708K | 0.12% | 161 |
|
|
2019
Q4 | $428K | Sell |
4,904
-419
| -8% | -$36.6K | 0.06% | 231 |
|
|
2019
Q3 | $468K | Sell |
5,323
-1,116
| -17% | -$98.1K | 0.08% | 209 |
|
|
2019
Q2 | $557 | Sell |
6,439
-616
| -9% | -$53 | 0.09% | 195 |
|
|
2019
Q1 | $592K | Sell |
7,055
-117,234
| -94% | -$9.84M | 0.1% | 190 |
|
|
2018
Q4 | $10.1M | Buy |
124,289
+7,088
| +6% | +$576K | 2.12% | 5 |
|
|
2018
Q3 | $9.43M | Buy |
+117,201
| New | +$9.43M | 2.32% | 7 |
|
|
2016
Q1 | $469K | Sell |
5,448
-246
| -4% | -$21.2K | 0.7% | 46 |
|
|
2015
Q4 | $472K | Buy |
5,694
+2,915
| +105% | +$242K | 0.6% | 50 |
|
|
2015
Q3 | $235K | Sell |
2,779
-125
| -4% | -$10.6K | 0.33% | 119 |
|
|
2015
Q2 | $243K | Buy |
2,904
+929
| +47% | +$77.7K | 0.19% | 147 |
|
|
2015
Q1 | $170K | Buy |
1,975
+1,508
| +323% | +$130K | 0.13% | 218 |
|
|
2014
Q4 | $39K | Buy |
467
+84
| +22% | +$7.02K | 0.03% | 434 |
|
|
2014
Q3 | $32K | Hold |
383
| – | – | 0.02% | 505 |
|
|
2014
Q2 | $32K | Buy |
383
+208
| +119% | +$17.4K | 0.02% | 550 |
|
|
2014
Q1 | $15K | Buy |
+175
| New | +$15K | 0.01% | 679 |
|