BRWM
B. Riley Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $392K | Buy |
4,229
+45
| +1% | +$4.17K | 0.59% | 56 |
|
|
2015
Q4 | $351K | Sell |
4,184
-5,188
| -55% | -$435K | 0.45% | 76 |
|
|
2015
Q3 | $738K | Buy |
9,372
+9,269
| +8,999% | +$730K | 1.05% | 20 |
|
|
2015
Q2 | $8K | Hold |
103
| – | – | 0.01% | 789 |
|
|
2015
Q1 | $8K | Sell |
103
-20
| -16% | -$1.55K | 0.01% | 793 |
|
|
2014
Q4 | $10K | Hold |
123
| – | – | 0.01% | 739 |
|
|
2014
Q3 | $10K | Hold |
123
| – | – | 0.01% | 777 |
|
|
2014
Q2 | $10K | Buy |
123
+90
| +273% | +$7.32K | 0.01% | 825 |
|
|
2014
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 971 |
|