B. Riley Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

B. Riley Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.04K	Sell	14,234 -3,134	-18%	-$477K	﹤0.01%	212
2022 Q1	$2.82M	Buy	17,368 +575	+3%	+$92.8K	0.22%	104
2021 Q4	$2.88M	Buy	16,793 +4,642	+38%	+$765K	0.2%	108
2021 Q3	$1.87M	Buy	+12,151	New	+$1.94M	0.14%	146
2020 Q3	–	Sell	-12,287	Closed	-$1.44M	–	530
2020 Q2	$1.44M	Buy	12,287 +1,094	+10%	+$125K	0.16%	127
2020 Q1	$1.16M	Sell	11,193 -145	-1%	-$17.3K	0.12%	158
2019 Q4	$1.41M	Buy	11,338 +589	+5%	+$71.3K	0.21%	109
2019 Q3	$1.28M	Sell	10,749 -325	-3%	-$38.3K	0.22%	103
2019 Q2	$1.28K	Sell	11,074 -2,732	-20%	-$306K	0.2%	102
2019 Q1	$1.51M	Sell	13,806 -927	-6%	-$97.7K	0.26%	86
2018 Q4	$1.44M	Buy	+14,733	New	+$1.54M	0.3%	74
2015 Q3	–	Sell	-366	Closed	-$28K	–	729
2015 Q2	$28K	Hold	366	–	–	0.02%	545
2015 Q1	$29K	Buy	366 +2	+0.5%	+$162	0.02%	526
2014 Q4	$29K	Buy	364 +2	+0.6%	+$158	0.02%	499
2014 Q3	$27K	Buy	362 +1	+0.3%	+$78	0.02%	539
2014 Q2	$28K	Buy	361 +2	+0.6%	+$153	0.02%	580
2014 Q1	$27K	Buy	+359	New	+$26.5K	0.02%	575

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

B. Riley Wealth Management's VIG Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2022, selling an estimated $477K and leaving 14,234 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

B. Riley Wealth Management first reported a position in VIG in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.88M in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

B. Riley Wealth Management held 14,234 shares of Vanguard Dividend Appreciation ETF worth $2.04K as of Q2 2022.
B. Riley Wealth Management sold 3,134 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $477K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #212 holding.
B. Riley Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.88M in Q4 2021.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.