B. RILEY WEALTH ADVISORS, INC. – Vanguard Mega Cap Index Fund Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$2.76M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.30%
quarter
Vanguard Mega Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.42% | 3.12K shares | 257K | $124.82 | 22.13K |
| Q2 2022 | share | Decrease | -0.47% | -90 shares | -533K | $131.81 | 19.01K |
| Q1 2022 | share | Increase | +1.30% | 246 shares | -131K | $159.04 | 19.10K |
| Q4 2021 | share | Increase | +3.59% | 653 shares | 396K | $168.71 | 18.85K |
| Q3 2021 | share | Increase | +5.45% | 941 shares | 144K | $152.39 | 18.20K |
| Q2 2021 | share | Increase | +11.51% | 1.78K shares | 459K | $151.84 | 17.26K |
| Q1 2021 | share | Increase | +8.49% | 1.21K shares | 266K | $139.34 | 15.48K |
| Q4 2020 | share | Increase | +3.94% | 541 shares | 258K | $132.19 | 14.27K |
| Q3 2020 | share | Increase | +7.22% | 924 shares | 245K | $118.22 | 13.72K |
| Q2 2020 | share | Increase | +6.12% | 739 shares | 304K | $107.56 | 12.80K |
| Q1 2020 | share | Decrease | -10.69% | -1.44K shares | -412K | $88.99 | 12.06K |
| Q4 2019 | share | Increase | +1.65% | 219 shares | 139K | $108.78 | 13.51K |
| Q3 2019 | share | Increase | +0.24% | 32 shares | 28K | $99.43 | 13.29K |
| Q2 2019 | share | Increase | +2.66% | 344 shares | 81K | $97.64 | 13.26K |
| Q1 2019 | share | Increase | +4.85% | 597 shares | 191K | $93.72 | 12.91K |
| Q4 2018 | share | Increase | +0.24% | 29 shares | -165K | $82.94 | 12.31K |
| Q3 2018 | share | Increase | +9.31% | 1.04K shares | 186K | $95.33 | 12.29K |
| Q2 2018 | share | Increase | +0.50% | 56 shares | 36K | $88.17 | 11.24K |
| Q1 2018 | share | Decrease | -6.22% | -742 shares | -81K | $85.11 | 11.18K |
| Q4 2017 | share | Increase | +1.83% | 214 shares | 84K | $85.89 | 11.92K |
| Q3 2017 | share | Increase | +10.95% | 1.15K shares | 135K | $80.32 | 11.71K |
| Q2 2017 | share | Increase | +9.20% | 890 shares | 96K | $76.75 | 10.55K |
| Q1 2017 | share | Increase | +3.83% | 357 shares | 69K | $74.32 | 9.66K |
| Q4 2016 | share | Increase | +1.95% | 178 shares | 37K | $70.05 | 9.31K |
| Q3 2016 | share | Increase | 0.00% | 9.13K shares | 674K | $67.26 | 9.13K |