B. RILEY WEALTH ADVISORS, INC. – Vanguard 500 Index Fund Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$20.08M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +45.64% | 19.17K shares | 5.51M | $328.3 | 61.18K |
| Q2 2022 | share | Decrease | -0.85% | -362 shares | -3.01M | $346.88 | 42.01K |
| Q1 2022 | share | Decrease | -6.29% | -2.84K shares | -2.15M | $415.17 | 42.37K |
| Q4 2021 | share | Increase | +14.29% | 5.65K shares | 4.13M | $437.77 | 45.22K |
| Q3 2021 | share | Increase | +3.66% | 1.39K shares | 594K | $394.4 | 39.56K |
| Q2 2021 | share | Increase | +2.44% | 909 shares | 1.44M | $392.24 | 38.17K |
| Q1 2021 | share | Increase | +9.16% | 3.12K shares | 1.83M | $361.88 | 37.26K |
| Q4 2020 | share | Decrease | -45.07% | -28.00K shares | -7.29M | $340.23 | 34.13K |
| Q3 2020 | share | Increase | +7.92% | 4.56K shares | 2.70M | $303.31 | 62.14K |
| Q2 2020 | share | Increase | +15.72% | 7.82K shares | 4.53M | $278.24 | 57.57K |
| Q1 2020 | share | Increase | +105.26% | 25.51K shares | 4.61M | $231.3 | 49.75K |
| Q4 2019 | share | Increase | +21.56% | 4.29K shares | 1.73M | $287.62 | 24.24K |
| Q3 2019 | share | Increase | +6.13% | 1.15K shares | 379K | $263.78 | 19.94K |
| Q2 2019 | share | Increase | +11.31% | 1.90K shares | 676K | $259.21 | 18.79K |
| Q1 2019 | share | Increase | +2.77% | 455 shares | 607K | $248.67 | 16.88K |
| Q4 2018 | share | Increase | +5.34% | 832 shares | -390K | $218.96 | 16.42K |
| Q3 2018 | share | Increase | +1.68% | 257 shares | 338K | $253.05 | 15.59K |
| Q2 2018 | share | Increase | +5.89% | 853 shares | 321K | $235.36 | 15.33K |
| Q1 2018 | share | Decrease | -23.01% | -4.32K shares | -1.11M | $227.29 | 14.48K |
| Q4 2017 | share | Decrease | -10.11% | -2.11K shares | -214K | $229.29 | 18.81K |
| Q3 2017 | share | Increase | +8.81% | 1.69K shares | 557K | $214.67 | 20.93K |
| Q2 2017 | share | Increase | +1.36% | 259 shares | 166K | $205.52 | 19.23K |
| Q1 2017 | share | Increase | +10.32% | 1.77K shares | 574K | $199.34 | 18.97K |
| Q4 2016 | share | Increase | +3.01% | 502 shares | 1.68M | $188.29 | 17.20K |
| Q3 2016 | share | Increase | +39.92% | 4.76K shares | 532K | $181.09 | 16.7K |
| Q2 2016 | share | Increase | +52.80% | 4.12K shares | 487K | $174.38 | 11.93K |
| Q1 2016 | share | Increase | +12.39% | 861 shares | -467K | $170.23 | 7.81K |