B. Riley Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.02K | Buy |
20,417
+2,237
| +12% | +$441 | ﹤0.01% | 157 |
|
|
2022
Q1 | $4.32M | Sell |
18,180
-241
| -1% | -$57.3K | 0.33% | 76 |
|
|
2021
Q4 | $4.69M | Buy |
18,421
+3,486
| +23% | +$888K | 0.33% | 74 |
|
|
2021
Q3 | $3.54M | Buy |
+14,935
| New | +$3.54M | 0.27% | 85 |
|
|
2020
Q3 | – | Sell |
-4,649
| Closed | -$762K | – | 532 |
|
|
2020
Q2 | $762K | Sell |
4,649
-26,213
| -85% | -$4.3M | 0.08% | 186 |
|
|
2020
Q1 | $4.06M | Buy |
30,862
+4,321
| +16% | +$569K | 0.43% | 66 |
|
|
2019
Q4 | $4.73M | Buy |
26,541
+906
| +4% | +$161K | 0.71% | 33 |
|
|
2019
Q3 | $4.3M | Buy |
25,635
+631
| +3% | +$106K | 0.75% | 30 |
|
|
2019
Q2 | $4.18K | Sell |
25,004
-1,124
| -4% | -$188 | 0.64% | 33 |
|
|
2019
Q1 | $4.2M | Buy |
26,128
+276
| +1% | +$44.4K | 0.73% | 32 |
|
|
2018
Q4 | $3.57M | Buy |
25,852
+23,571
| +1,033% | +$3.26M | 0.75% | 30 |
|
|
2018
Q3 | $375K | Buy |
+2,281
| New | +$375K | 0.09% | 187 |
|
|
2015
Q3 | – | Sell |
-78
| Closed | -$9K | – | 736 |
|
|
2015
Q2 | $9K | Hold |
78
| – | – | 0.01% | 768 |
|
|
2015
Q1 | $10K | Buy |
+78
| New | +$10K | 0.01% | 758 |
|