B. Riley Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $757 | Buy |
4,318
+1,084
| +34% | +$190 | ﹤0.01% | 341 |
|
|
2022
Q1 | $721K | Buy |
3,234
+1,044
| +48% | +$233K | 0.06% | 262 |
|
|
2021
Q4 | $558K | Sell |
2,190
-15
| -0.7% | -$3.82K | 0.04% | 321 |
|
|
2021
Q3 | $521K | Buy |
+2,205
| New | +$521K | 0.04% | 324 |
|
|
2015
Q3 | – | Sell |
-1,575
| Closed | -$167K | – | 739 |
|
|
2015
Q2 | $167K | Hold |
1,575
| – | – | 0.13% | 207 |
|
|
2015
Q1 | $170K | Buy |
1,575
+1,477
| +1,507% | +$159K | 0.13% | 219 |
|
|
2014
Q4 | $9K | Hold |
98
| – | – | 0.01% | 762 |
|
|
2014
Q3 | $9K | Hold |
98
| – | – | 0.01% | 805 |
|
|
2014
Q2 | $9K | Hold |
98
| – | – | 0.01% | 855 |
|
|
2014
Q1 | $9K | Buy |
+98
| New | +$9K | 0.01% | 795 |
|