BRWM
B. Riley Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.58K | Buy |
6,688
+478
| +8% | +$113 | ﹤0.01% | 247 |
|
|
2022
Q1 | $1.58M | Sell |
6,210
-23
| -0.4% | -$5.85K | 0.12% | 165 |
|
|
2021
Q4 | $1.66M | Buy |
6,233
+672
| +12% | +$179K | 0.12% | 170 |
|
|
2021
Q3 | $1.38M | Buy |
5,561
+132
| +2% | +$32.6K | 0.11% | 185 |
|
|
2021
Q2 | $1.34M | Buy |
5,429
+151
| +3% | +$37.3K | 0.15% | 144 |
|
|
2021
Q1 | $1.21M | Sell |
5,278
-394
| -7% | -$90.1K | 0.14% | 140 |
|
|
2020
Q4 | $1.27M | Buy |
5,672
+923
| +19% | +$207K | 0.16% | 125 |
|
|
2020
Q3 | $969K | Buy |
4,749
+2,385
| +101% | +$487K | 0.11% | 151 |
|
|
2020
Q2 | $455K | Buy |
+2,364
| New | +$455K | 0.05% | 234 |
|
|
2019
Q2 | – | Sell |
-1,338
| Closed | -$231K | – | 436 |
|
|
2019
Q1 | $231K | Sell |
1,338
-393
| -23% | -$67.9K | 0.04% | 321 |
|
|
2018
Q4 | $278K | Buy |
1,731
+370
| +27% | +$59.4K | 0.06% | 258 |
|
|
2018
Q3 | $246K | Buy |
+1,361
| New | +$246K | 0.06% | 249 |
|
|
2016
Q1 | $294K | Sell |
2,388
-2,013
| -46% | -$248K | 0.44% | 83 |
|
|
2015
Q4 | $584K | Sell |
4,401
-1,306
| -23% | -$173K | 0.75% | 35 |
|
|
2015
Q3 | $699K | Buy |
+5,707
| New | +$699K | 0.99% | 24 |
|