B. Riley Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $256 | Buy |
3,217
+83
| +3% | +$7 | ﹤0.01% | 583 |
|
|
2022
Q1 | $287K | Buy |
3,134
+16
| +0.5% | +$1.47K | 0.02% | 464 |
|
|
2021
Q4 | $321K | Sell |
3,118
-285
| -8% | -$29.3K | 0.02% | 453 |
|
|
2021
Q3 | $348K | Buy |
+3,403
| New | +$348K | 0.03% | 418 |
|
|
2020
Q3 | – | Sell |
-3,654
| Closed | -$408K | – | 423 |
|
|
2020
Q2 | $408K | Buy |
3,654
+33
| +0.9% | +$3.69K | 0.04% | 251 |
|
|
2020
Q1 | $386K | Sell |
3,621
-81
| -2% | -$8.64K | 0.04% | 311 |
|
|
2019
Q4 | $371K | Buy |
3,702
+18
| +0.5% | +$1.8K | 0.06% | 254 |
|
|
2019
Q3 | $378K | Sell |
3,684
-288
| -7% | -$29.6K | 0.07% | 241 |
|
|
2019
Q2 | $386 | Sell |
3,972
-112
| -3% | -$11 | 0.06% | 244 |
|
|
2019
Q1 | $376K | Sell |
4,084
-56
| -1% | -$5.16K | 0.07% | 250 |
|
|
2018
Q4 | $362K | Buy |
4,140
+14
| +0.3% | +$1.22K | 0.08% | 217 |
|
|
2018
Q3 | $361K | Buy |
+4,126
| New | +$361K | 0.09% | 191 |
|
|
2015
Q3 | – | Sell |
-108
| Closed | -$9K | – | 208 |
|
|
2015
Q2 | $9K | Hold |
108
| – | – | 0.01% | 752 |
|
|
2015
Q1 | $10K | Hold |
108
| – | – | 0.01% | 747 |
|
|
2014
Q4 | $10K | Hold |
108
| – | – | 0.01% | 724 |
|
|
2014
Q3 | $9K | Hold |
108
| – | – | 0.01% | 786 |
|
|
2014
Q2 | $9K | Hold |
108
| – | – | 0.01% | 841 |
|
|
2014
Q1 | $9K | Buy |
+108
| New | +$9K | 0.01% | 782 |
|