B. Riley Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$475K	Buy	3,664 +39	+1%	+$5.52K	0.05%	307
2022 Q1	$543K	Buy	3,625 +286	+9%	+$42.1K	0.04%	313
2021 Q4	$502K	Buy	3,339 +274	+9%	+$40.2K	0.03%	353
2021 Q3	$428K	Buy	+3,065	New	+$435K	0.03%	374
2020 Q3	–	Sell	-2,460	Closed	-$236K	–	533
2020 Q2	$236K	Buy	+2,460	New	+$226K	0.03%	346
2020 Q1	–	Sell	-1,887	Closed	-$225K	–	571
2019 Q4	$225K	Buy	1,887 +72	+4%	+$8.3K	0.03%	344
2019 Q3	$205K	Sell	1,815 -29	-2%	-$3.22K	0.04%	339
2019 Q2	$205K	Sell	1,844 -72	-4%	-$7.88K	0.03%	351
2019 Q1	$207K	Buy	+1,916	New	+$201K	0.04%	344
2018 Q4	–	Sell	-2,249	Closed	-$254K	–	407
2018 Q3	$254K	Buy	+2,249	New	+$256K	0.06%	242
2016 Q1	$397K	Buy	4,564 +417	+10%	+$34K	0.59%	54
2015 Q4	$356K	Buy	4,147 +69	+2%	+$6.03K	0.45%	73
2015 Q3	$339K	Sell	4,078 -33	-0.8%	-$2.93K	0.48%	74
2015 Q2	$372K	Sell	4,111 -230	-5%	-$21.3K	0.3%	83
2015 Q1	$399K	Buy	4,341 +4,224	+3,610%	+$381K	0.3%	88
2014 Q4	$10K	Buy	117 +2	+2%	+$175	0.01%	738
2014 Q3	$9K	Hold	115	–	–	0.01%	804
2014 Q2	$10K	Hold	115	–	–	0.01%	824
2014 Q1	$10K	Buy	+115	New	+$9.22K	0.01%	762

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q2 2022, buying an estimated $5.52K and bringing the position to 3,664 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #307.

B. Riley Wealth Management first reported a position in VOE in Q1 2014 and has held it in 19 quarters since. The position peaked at $543K in Q1 2022. 842 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

B. Riley Wealth Management held 3,664 shares of Vanguard Morningstar Mid-Cap Value ETF worth $475K as of Q2 2022.
B. Riley Wealth Management bought 39 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2022, an estimated $5.52K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #307 holding.
B. Riley Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2014 and has held it in 19 quarters since.
B. Riley Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $543K in Q1 2022.
842 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2022.

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