B. RILEY WEALTH ADVISORS, INC. – VanEck Morningstar Wide Moat ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$3.61M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.87%
quarter
VanEck Morningstar Wide Moat ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.40% | 9.79K shares | 399K | $59.99 | 60.26K |
| Q2 2022 | share | Increase | +2.13% | 1.05K shares | -475K | $63.73 | 50.47K |
| Q1 2022 | share | Decrease | -32.75% | -24.06K shares | -1.90M | $74.7 | 49.42K |
| Q4 2021 | share | Decrease | -7.47% | -5.93K shares | -225K | $76.27 | 73.48K |
| Q3 2021 | share | Increase | +21.75% | 14.18K shares | 987K | $73.25 | 79.41K |
| Q2 2021 | share | Increase | +3.38% | 2.13K shares | 459K | $74.06 | 65.22K |
| Q1 2021 | share | Increase | +135.48% | 36.30K shares | 2.71M | $69.28 | 63.09K |
| Q4 2020 | share | Increase | +69.77% | 11.01K shares | 800K | $62 | 26.79K |
| Q3 2020 | share | Increase | +240.39% | 11.14K shares | 620K | $53.8 | 15.78K |
| Q2 2020 | share | Decrease | -12.89% | -686 shares | 9K | $51.47 | 4.63K |
| Q1 2020 | share | Decrease | -10.31% | -612 shares | -93K | $43.11 | 5.32K |
| Q4 2019 | share | Decrease | -3.70% | -228 shares | 16K | $53.99 | 5.93K |
| Q3 2019 | share | Decrease | -2.62% | -166 shares | 6K | $48.79 | 6.16K |
| Q2 2019 | share | Increase | +7.93% | 465 shares | 30K | $46.73 | 6.32K |
| Q1 2019 | share | 0.00% | 0 shares | 32K | $45.37 | 5.86K | |
| Q4 2018 | share | Increase | +1.81% | 104 shares | -28K | $40.05 | 5.86K |
| Q3 2018 | share | Decrease | -4.95% | -300 shares | 6K | $44.67 | 5.76K |
| Q2 2018 | share | Increase | +2.87% | 169 shares | 19K | $41.62 | 6.06K |
| Q1 2018 | share | Increase | +7.70% | 421 shares | 12K | $39.62 | 5.89K |
| Q4 2017 | share | Decrease | -1.85% | -103 shares | 8K | $40.56 | 5.47K |
| Q3 2017 | share | Increase | 0.00% | 5.57K shares | 225K | $38.14 | 5.57K |