BRWM
B. Riley Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Buy |
274,915
+44,724
| +19% | +$3.41K | 0.02% | 108 |
|
|
2022
Q1 | $18M | Buy |
230,191
+12,230
| +6% | +$955K | 1.38% | 11 |
|
|
2021
Q4 | $17.7M | Buy |
217,961
+9,050
| +4% | +$735K | 1.23% | 13 |
|
|
2021
Q3 | $17.2M | Buy |
208,911
+20,684
| +11% | +$1.7M | 1.32% | 11 |
|
|
2021
Q2 | $15.6M | Sell |
188,227
-28,548
| -13% | -$2.36M | 1.72% | 6 |
|
|
2021
Q1 | $17.9M | Sell |
216,775
-86,150
| -28% | -$7.11M | 2.09% | 4 |
|
|
2020
Q4 | $25.2M | Sell |
302,925
-22,647
| -7% | -$1.89M | 3.26% | 3 |
|
|
2020
Q3 | $27M | Sell |
325,572
-160,112
| -33% | -$13.3M | 3.18% | 3 |
|
|
2020
Q2 | $40.7M | Buy |
485,684
+28,120
| +6% | +$2.36M | 4.47% | 2 |
|
|
2020
Q1 | $36.2M | Buy |
457,564
+45,377
| +11% | +$3.59M | 3.8% | 1 |
|
|
2019
Q4 | $33.4M | Buy |
412,187
+49,254
| +14% | +$3.99M | 5.01% | 1 |
|
|
2019
Q3 | $29.4M | Sell |
362,933
-13,199
| -4% | -$1.07M | 5.13% | 1 |
|
|
2019
Q2 | $30.3K | Buy |
376,132
+10,332
| +3% | +$834 | 4.66% | 2 |
|
|
2019
Q1 | $29.2M | Buy |
365,800
+4,623
| +1% | +$369K | 5.06% | 1 |
|
|
2018
Q4 | $28.2M | Buy |
361,177
+151,891
| +73% | +$11.8M | 5.9% | 1 |
|
|
2018
Q3 | $16.4M | Buy |
+209,286
| New | +$16.4M | 4.02% | 3 |
|
|
2016
Q1 | $466K | Sell |
5,825
-275
| -5% | -$22K | 0.7% | 47 |
|
|
2015
Q4 | $481K | Buy |
+6,100
| New | +$481K | 0.61% | 47 |
|
|
2015
Q3 | – | Sell |
-1,695
| Closed | -$134K | – | 724 |
|
|
2015
Q2 | $134K | Buy |
1,695
+760
| +81% | +$60.1K | 0.11% | 228 |
|
|
2015
Q1 | $74K | Buy |
+935
| New | +$74K | 0.06% | 341 |
|