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BRWM
B. Riley Wealth Management’s
Vanguard Short-Term Bond ETF
BSV
Stock Holding History
B. Riley Wealth Management’s Portfolio
BSV Stock Details
BSV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-6,456
Closed
-$522K
–
631
2021
Q4
$522K
Buy
+6,456
New
+$525K
0.04%
339
2020
Q3
–
Sell
-2,926
Closed
-$243K
–
425
2020
Q2
$243K
Sell
2,926
-1,843
-39%
-$152K
0.03%
339
2020
Q1
$392K
Sell
4,769
-2,599
-35%
-$211K
0.04%
306
2019
Q4
$594K
Buy
7,368
+372
+5%
+$30K
0.09%
197
2019
Q3
$565K
Buy
6,996
+3,839
+122%
+$310K
0.1%
191
2019
Q2
$254
Sell
3,157
-100
-3%
-$7.97K
0.04%
317
2019
Q1
$259K
Hold
3,257
–
–
0.04%
305
2018
Q4
$256K
Buy
3,257
+129
+4%
+$10.1K
0.05%
270
2018
Q3
$244K
Buy
+3,128
New
+$244K
0.06%
250
2016
Q1
$267K
Sell
3,316
-364
-10%
-$29.2K
0.4%
86
2015
Q4
$292K
Buy
+3,680
New
+$294K
0.37%
97
2015
Q3
–
Sell
-2,588
Closed
-$207K
–
216
2015
Q2
$207K
Buy
2,588
+229
+10%
+$18.4K
0.16%
180
2015
Q1
$189K
Buy
2,359
+1,708
+262%
+$137K
0.14%
203
2014
Q4
$52K
Buy
651
+99
+18%
+$7.94K
0.04%
388
2014
Q3
$44K
Hold
552
–
–
0.03%
435
2014
Q2
$44K
Buy
552
+528
+2,200%
+$42.4K
0.03%
483
2014
Q1
$2K
Buy
+24
New
+$1.92K
﹤0.01%
995
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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