B. Riley Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.48K | Buy |
+308
| New | +$3.48K | ﹤0.01% | 166 |
|
|
2022
Q1 | – | Sell |
-10,308
| Closed | -$2.09M | – | 709 |
|
|
2021
Q4 | $2.09M | Buy |
10,308
+111
| +1% | +$22.5K | 0.14% | 145 |
|
|
2021
Q3 | $1.92M | Sell |
10,197
-417
| -4% | -$78.4K | 0.15% | 141 |
|
|
2021
Q2 | $2.09M | Buy |
+10,614
| New | +$2.09M | 0.23% | 101 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$5K | – | 732 |
|
|
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% | -$620K | ﹤0.01% | 910 |
|
|
2014
Q2 | $651K | Buy |
6,250
+700
| +13% | +$72.9K | 0.42% | 50 |
|
|
2014
Q1 | $558K | Buy |
+5,550
| New | +$558K | 0.41% | 42 |
|