B. RILEY WEALTH ADVISORS, INC. – Vanguard Mortgage-Backed Securities Index Fund Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$6.83M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.69%
quarter
Vanguard Mortgage-Backed Securities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.79% | 12.25K shares | 174K | $45.09 | 151.62K |
| Q2 2022 | share | Decrease | -2.28% | -3.24K shares | -482K | $47.81 | 139.36K |
| Q1 2022 | share | Increase | +1.37% | 1.92K shares | -289K | $50.1 | 142.61K |
| Q4 2021 | share | Increase | +4.13% | 5.57K shares | 234K | $52.79 | 140.69K |
| Q3 2021 | share | Increase | +7.44% | 9.35K shares | 488K | $53.15 | 135.11K |
| Q2 2021 | share | Increase | +6.34% | 7.49K shares | 401K | $53.08 | 125.76K |
| Q1 2021 | share | Decrease | -17.13% | -24.44K shares | -1.40M | $52.98 | 118.26K |
| Q4 2020 | share | Decrease | -15.55% | -26.28K shares | -1.45M | $53.58 | 142.70K |
| Q3 2020 | share | Increase | +5.56% | 8.89K shares | 466K | $53.44 | 168.99K |
| Q2 2020 | share | Increase | +3.80% | 5.85K shares | 299K | $53.32 | 160.09K |
| Q1 2020 | share | Increase | +7.21% | 10.36K shares | 756K | $53.14 | 154.24K |
| Q4 2019 | share | Increase | +7.28% | 9.75K shares | 507K | $51.64 | 143.87K |
| Q3 2019 | share | Increase | +4.32% | 5.54K shares | 351K | $51.3 | 134.11K |
| Q2 2019 | share | Increase | +9.38% | 11.02K shares | 638K | $50.53 | 128.56K |
| Q1 2019 | share | Increase | +2.46% | 2.82K shares | 247K | $49.69 | 117.53K |
| Q4 2018 | share | Decrease | -2.69% | -3.17K shares | -106K | $48.63 | 114.71K |
| Q3 2018 | share | Increase | +11.02% | 11.69K shares | 554K | $47.68 | 117.88K |
| Q2 2018 | share | Increase | +4.11% | 4.19K shares | 196K | $47.75 | 106.19K |
| Q1 2018 | share | Increase | +8.95% | 8.37K shares | 353K | $47.6 | 101.99K |
| Q4 2017 | share | Increase | +17.49% | 13.93K shares | 705K | $48.19 | 93.61K |
| Q3 2017 | share | Increase | +18.82% | 12.62K shares | 674K | $48.14 | 79.68K |
| Q2 2017 | share | Increase | +0.84% | 560 shares | 38K | $47.76 | 67.05K |
| Q1 2017 | share | Increase | +7.78% | 4.80K shares | 267K | $47.38 | 66.49K |
| Q4 2016 | share | Decrease | -3.95% | -2.53K shares | -240K | $47.03 | 61.69K |
| Q3 2016 | share | Increase | +5.23% | 3.19K shares | 179K | $48.12 | 64.23K |
| Q2 2016 | share | Increase | +10.65% | 5.87K shares | 339K | $47.81 | 61.04K |
| Q1 2016 | share | Decrease | -8.04% | -4.82K shares | -214K | $47.25 | 55.16K |