B. Riley Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$30.5K	Buy	14,100 +1,769	+14%	+$666K	0.04%	90
2022 Q1	$5.12M	Sell	12,331 -3,654	-23%	-$1.5M	0.39%	65
2021 Q4	$6.98M	Buy	15,985 +367	+2%	+$155K	0.48%	50
2021 Q3	$6.16M	Buy	+15,618	New	+$6.34M	0.47%	53
2021 Q2	–	Sell	-3,987	Closed	-$1.45M	–	469
2021 Q1	$1.45M	Buy	+3,987	New	+$1.41M	0.17%	121
2020 Q3	–	Sell	-3,287	Closed	-$932K	–	534
2020 Q2	$932K	Sell	3,287 -3,068	-48%	-$826K	0.1%	166
2020 Q1	$1.5M	Sell	6,355 -5,540	-47%	-$1.55M	0.16%	130
2019 Q4	$3.52M	Buy	11,895 +1,212	+11%	+$343K	0.53%	47
2019 Q3	$2.91M	Buy	10,683 +4,362	+69%	+$1.18M	0.51%	44
2019 Q2	$1.7K	Sell	6,321 -123	-2%	-$32.5K	0.26%	78
2019 Q1	$1.67M	Buy	6,444 +1,269	+25%	+$317K	0.29%	80
2018 Q4	$1.19M	Buy	+5,175	New	+$1.28M	0.25%	94
2016 Q1	$1.71M	Buy	9,065 +4,800	+113%	+$859K	2.55%	6
2015 Q4	$797K	Buy	+4,265	New	+$803K	1.02%	23
2015 Q3	–	Sell	-30	Closed	-$5K	–	737
2015 Q2	$5K	Sell	30 -275	-90%	-$53K	﹤0.01%	865
2015 Q1	$57K	Buy	305 +30	+11%	+$5.68K	0.04%	388
2014 Q4	$51K	Sell	275 -2,795	-91%	-$515K	0.04%	392
2014 Q3	$554K	Buy	3,070 +2,500	+439%	+$453K	0.41%	54
2014 Q2	$102K	Buy	570 +370	+185%	+$64.5K	0.07%	345
2014 Q1	$34K	Buy	+200	New	+$33.6K	0.03%	526

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2022, buying an estimated $666K and bringing the position to 14,100 shares worth $30.5K. The position accounts for 0.04% of the portfolio, ranked #90.

B. Riley Wealth Management first reported a position in VOO in Q1 2014 and has held it in 20 quarters since. The position peaked at $6.98M in Q4 2021. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

B. Riley Wealth Management held 14,100 shares of Vanguard S&P 500 ETF worth $30.5K as of Q2 2022.
B. Riley Wealth Management bought 1,769 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $666K.
Vanguard S&P 500 ETF made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #90 holding.
B. Riley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's Vanguard S&P 500 ETF position peaked at $6.98M in Q4 2021.
2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

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