B. Riley Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.04K | Sell |
14,234
-3,134
| -18% | -$450 | ﹤0.01% | 212 |
|
|
2022
Q1 | $2.82M | Buy |
17,368
+575
| +3% | +$93.2K | 0.22% | 104 |
|
|
2021
Q4 | $2.88M | Buy |
16,793
+4,642
| +38% | +$797K | 0.2% | 108 |
|
|
2021
Q3 | $1.87M | Buy |
+12,151
| New | +$1.87M | 0.14% | 146 |
|
|
2020
Q3 | – | Sell |
-12,287
| Closed | -$1.44M | – | 530 |
|
|
2020
Q2 | $1.44M | Buy |
12,287
+1,094
| +10% | +$128K | 0.16% | 127 |
|
|
2020
Q1 | $1.16M | Sell |
11,193
-145
| -1% | -$15K | 0.12% | 158 |
|
|
2019
Q4 | $1.41M | Buy |
11,338
+589
| +5% | +$73.5K | 0.21% | 109 |
|
|
2019
Q3 | $1.28M | Sell |
10,749
-325
| -3% | -$38.6K | 0.22% | 103 |
|
|
2019
Q2 | $1.28K | Sell |
11,074
-2,732
| -20% | -$315 | 0.2% | 102 |
|
|
2019
Q1 | $1.51M | Sell |
13,806
-927
| -6% | -$102K | 0.26% | 86 |
|
|
2018
Q4 | $1.44M | Buy |
+14,733
| New | +$1.44M | 0.3% | 74 |
|
|
2015
Q3 | – | Sell |
-366
| Closed | -$28K | – | 730 |
|
|
2015
Q2 | $28K | Hold |
366
| – | – | 0.02% | 545 |
|
|
2015
Q1 | $29K | Buy |
366
+2
| +0.5% | +$158 | 0.02% | 526 |
|
|
2014
Q4 | $29K | Buy |
364
+2
| +0.6% | +$159 | 0.02% | 499 |
|
|
2014
Q3 | $27K | Buy |
362
+1
| +0.3% | +$75 | 0.02% | 539 |
|
|
2014
Q2 | $28K | Buy |
361
+2
| +0.6% | +$155 | 0.02% | 580 |
|
|
2014
Q1 | $27K | Buy |
+359
| New | +$27K | 0.02% | 575 |
|