B. Riley Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,456
| Closed | -$522K | – | 631 |
|
|
2021
Q4 | $522K | Buy |
+6,456
| New | +$522K | 0.04% | 339 |
|
|
2020
Q3 | – | Sell |
-2,926
| Closed | -$243K | – | 425 |
|
|
2020
Q2 | $243K | Sell |
2,926
-1,843
| -39% | -$153K | 0.03% | 339 |
|
|
2020
Q1 | $392K | Sell |
4,769
-2,599
| -35% | -$214K | 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% | -$8 | 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% | -$29.3K | 0.4% | 86 |
|
|
2015
Q4 | $292K | Buy |
+3,680
| New | +$292K | 0.37% | 97 |
|
|
2015
Q3 | – | Sell |
-2,588
| Closed | -$207K | – | 216 |
|
|
2015
Q2 | $207K | Buy |
2,588
+229
| +10% | +$18.3K | 0.16% | 180 |
|
|
2015
Q1 | $189K | Buy |
2,359
+1,708
| +262% | +$137K | 0.14% | 203 |
|
|
2014
Q4 | $52K | Buy |
651
+99
| +18% | +$7.91K | 0.04% | 388 |
|
|
2014
Q3 | $44K | Hold |
552
| – | – | 0.03% | 435 |
|
|
2014
Q2 | $44K | Buy |
552
+528
| +2,200% | +$42.1K | 0.03% | 483 |
|
|
2014
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 993 |
|