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B. Riley Wealth Advisors, Inc. > VEA

DateNameTickerSharesChangeValueChangePrice
06/30/2023VANGUARD TAX-MANAGED FUNDSVEA585,107-68,41627,020,229,000-408,148,000$46,179.98
12/31/2022VANGUARD TAX-MANAGED FUNDSVEA653,523-14,64627,428,377,00027,404,081,000$41,970.03
09/30/2022VANGUARD TAX-MANAGED FUNDSVEA668,169105,99724,296,0001,359,000$36.36
06/30/2022VANGUARD TAX-MANAGED FUNDSVEA562,172-4,41422,937,000-4,277,000$40.80
03/31/2022VANGUARD TAX-MANAGED FUNDSVEA566,58610,19727,214,000-1,196,000$48.03
12/31/2021VANGUARD TAX-MANAGED FUNDSVEA556,38915,75428,410,0001,111,000$51.06
09/30/2021VANGUARD TAX-MANAGED FUNDSVEA540,63538,00727,299,0001,405,000$50.49
06/30/2021VANGUARD TAX-MANAGED FUNDSVEA502,62822,91025,894,0002,336,000$51.52
03/31/2021VANGUARD TAX-MANAGED FUNDSVEA479,718-57,49623,558,000-1,805,000$49.11
12/31/2020VANGUARD TAX-MANAGED FUNDSVEA537,214-83,80825,363,000-13,000$47.21
09/30/2020VANGUARD TAX-MANAGED FUNDSVEA621,02233,23225,376,0002,575,000$40.86
06/30/2020VANGUARD TAX-MANAGED FUNDSVEA587,79031,92622,801,0004,267,000$38.79
03/31/2020VANGUARD TAX-MANAGED FUNDSVEA555,86419,58518,534,000-5,095,000$33.34
12/31/2019VANGUARD TAX-MANAGED FUNDSVEA536,27940,19923,629,0003,250,000$44.06
09/30/2019VANGUARD TAX-MANAGED FUNDSVEA496,08021,94920,379,000602,000$41.08
06/30/2019VANGUARD TAX-MANAGED FUNDSVEA474,13134,93819,777,0001,826,000$41.71
03/31/2019VANGUARD TAX-MANAGED FUNDSVEA439,19324,54917,951,0002,567,000$40.87
12/31/2018VANGUARD TAX-MANAGED FUNDSVEA414,64417,64715,384,000-1,794,000$37.10
09/30/2018VANGUARD TAX-MANAGED FUNDSVEA396,99751,73617,178,0002,365,000$43.27
06/30/2018VANGUARD TAX-MANAGED FUNDSVEA345,26123,16314,813,000559,000$42.90
03/31/2018VANGUARD TAX-MANAGED FUNDSVEA322,0986,62614,254,000101,000$44.25
12/31/2017VANGUARD TAX-MANAGED FUNDSVEA315,472-101,65214,153,000-3,618,000$44.86
09/30/2017VANGUARD TAX-MANAGED FUNDSVEA417,124255,76917,771,00011,103,000$42.60
06/30/2017VANGUARD TAX-MANAGED FUNDSVEA161,3559226,668,000363,000$41.33
03/31/2017VANGUARD TAX-MANAGED FUNDSVEA160,4339,6146,305,000793,000$39.30
12/31/2016VANGUARD TAX-MANAGED FUNDSVEA150,819-1,2545,512,000301,000$36.55
09/30/2016VANGUARD TAX-MANAGED FUNDSVEA152,07313,1655,211,000641,000$34.27
06/30/2016VANGUARD TAX-MANAGED FUNDSVEA138,908138,9084,570,0004,570,000$32.90
03/31/2016VANGUARD TAX-MANAGED FUNDSVEA128,586128,5864,042,0004,042,000$31.43
12/31/2015VANGUARD TAX-MANAGED FUNDSVEA120,657120,6574,432,0004,432,000$36.73
09/30/2015VANGUARD TAX-MANAGED FUNDSVEA28,94028,9401,033,0001,033,000$35.69
06/30/2015VANGUARD TAX-MANAGED FUNDSVEA11,56011,560461,000461,000$39.88
03/31/2015VANGUARD TAX-MANAGED FUNDSVEA16,37610,639652,000424,000$39.81
12/31/2014VANGUARD TAX-MANAGED FUNDSVEA9,3003,5633,523,0003,295,000$378.82
09/30/2014VANGUARD TAX-MANAGED FUNDSVEA5,7375,737228,000228,000$39.74
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