B. RILEY WEALTH ADVISORS, INC. – Vanguard Dividend Appreciation Index Fund Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$23.81M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.36% | 8.96K shares | -177K | $135.16 | 176.18K |
| Q2 2022 | share | Decrease | -2.27% | -3.89K shares | -3.75M | $143.47 | 167.22K |
| Q1 2022 | share | Decrease | -8.10% | -15.07K shares | -4.23M | $162.16 | 171.11K |
| Q4 2021 | share | Decrease | -1.08% | -2.04K shares | 2.97M | $171.55 | 186.19K |
| Q3 2021 | share | Decrease | -1.80% | -3.45K shares | -123K | $153.6 | 188.23K |
| Q2 2021 | share | Increase | +0.06% | 122 shares | 1.36M | $154.1 | 191.68K |
| Q1 2021 | share | Increase | +9.75% | 17.01K shares | 3.12M | $145.78 | 191.56K |
| Q4 2020 | share | Decrease | -6.19% | -11.52K shares | 1.69M | $139.42 | 174.55K |
| Q3 2020 | share | Increase | +13.21% | 21.71K shares | 3.69M | $126.46 | 186.07K |
| Q2 2020 | share | Increase | +8.19% | 12.43K shares | 3.55M | $114.68 | 164.35K |
| Q1 2020 | share | Increase | +1626.34% | 143.11K shares | 14.61M | $100.66 | 151.91K |
| Q4 2019 | share | Decrease | -2.20% | -198 shares | 21K | $120.82 | 8.8K |
| Q3 2019 | share | Increase | +8.41% | 698 shares | 120K | $115.33 | 8.99K |
| Q2 2019 | share | Decrease | -1.37% | -115 shares | 33K | $110.56 | 8.3K |
| Q1 2019 | share | Decrease | -4.90% | -434 shares | 56K | $104.82 | 8.41K |
| Q4 2018 | share | Increase | +10.41% | 834 shares | -21K | $93.21 | 8.84K |
| Q3 2018 | share | Increase | +14.32% | 1.00K shares | 175K | $104.73 | 8.01K |
| Q2 2018 | share | Increase | +5.46% | 363 shares | 41K | $95.71 | 7.01K |
| Q1 2018 | share | Decrease | -7.67% | -552 shares | -63K | $94.64 | 6.64K |
| Q4 2017 | share | Increase | +6.94% | 467 shares | 95K | $95.19 | 7.2K |
| Q3 2017 | share | Increase | +11.51% | 695 shares | 79K | $87.96 | 6.73K |
| Q2 2017 | share | Increase | +7.98% | 446 shares | 58K | $85.6 | 6.03K |
| Q1 2017 | share | Decrease | -8.27% | -504 shares | -17K | $82.62 | 5.59K |
| Q4 2016 | share | Decrease | -44.05% | -4.8K shares | -396K | $77.88 | 6.09K |
| Q3 2016 | share | Increase | +72.68% | 4.58K shares | 390K | $76.23 | 10.89K |
| Q2 2016 | share | Increase | +21.35% | 1.11K shares | 104K | $75.24 | 6.31K |
| Q1 2016 | share | Decrease | -26.88% | -1.91K shares | -131K | $73.05 | 5.2K |