B. Riley Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.48K	Buy	+308	New	+$54.5K	﹤0.01%	166
2022 Q1	–	Sell	-10,308	Closed	-$2.09M	–	709
2021 Q4	$2.09M	Buy	10,308 +111	+1%	+$22.2K	0.14%	145
2021 Q3	$1.92M	Sell	10,197 -417	-4%	-$81.8K	0.15%	141
2021 Q2	$2.08M	Buy	+10,614	New	+$2.09M	0.23%	101
2015 Q3	–	Sell	-50	Closed	-$5K	–	731
2015 Q2	$5K	Hold	50	–	–	﹤0.01%	864
2015 Q1	$5K	Hold	50	–	–	﹤0.01%	870
2014 Q4	$5K	Hold	50	–	–	﹤0.01%	856
2014 Q3	$5K	Sell	50 -6,200	-99%	-$639K	﹤0.01%	910
2014 Q2	$651K	Buy	6,250 +700	+13%	+$71.6K	0.42%	50
2014 Q1	$558K	Buy	+5,550	New	+$547K	0.41%	42

Other funds holding VIS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q2 2022: 308 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in VIS as recently as Q4 2021.

B. Riley Wealth Management first reported a position in VIS in Q1 2014 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

B. Riley Wealth Management held 308 shares of Vanguard Industrials ETF worth $3.48K as of Q2 2022.
Vanguard Industrials ETF was a new B. Riley Wealth Management position in Q2 2022.
Vanguard Industrials ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #166 holding.
B. Riley Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's Vanguard Industrials ETF position peaked at $2.09M in Q4 2021.
356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

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