B. Riley Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.11M | Sell |
54,925
-4,841
| -8% | -$362K | 0.13% | 162 |
|
|
2024
Q3 | $4.83M | Buy |
59,766
+10,859
| +22% | +$878K | 0.13% | 167 |
|
|
2024
Q2 | $3.71M | Buy |
48,907
+9,329
| +24% | +$708K | 0.09% | 203 |
|
|
2024
Q1 | $2.83M | Sell |
39,578
-2,592
| -6% | -$186K | 0.08% | 251 |
|
|
2023
Q4 | $3.38M | Buy |
42,170
+2,592
| +7% | +$208K | 0.09% | 230 |
|
|
2023
Q3 | $2.83M | Buy |
39,578
+1,996
| +5% | +$143K | 0.08% | 251 |
|
|
2023
Q2 | $2.95M | Buy |
37,582
+4,775
| +15% | +$375K | 0.07% | 277 |
|
|
2023
Q1 | $2.62M | Buy |
32,807
+16,596
| +102% | +$1.32M | 0.07% | 284 |
|
|
2022
Q4 | $1.23M | Buy |
16,211
+8,754
| +117% | +$663K | 0.03% | 466 |
|
|
2022
Q3 | $547K | Buy |
7,457
+2,254
| +43% | +$165K | 0.02% | 717 |
|
|
2022
Q2 | $422K | Buy |
5,203
+2,477
| +91% | +$201K | 0.02% | 730 |
|
|
2022
Q1 | $256K | Sell |
2,726
-774
| -22% | -$72.7K | 0.01% | 1088 |
|
|
2021
Q4 | $371K | Buy |
3,500
+1,020
| +41% | +$108K | 0.01% | 964 |
|
|
2021
Q3 | $262K | Buy |
+2,480
| New | +$262K | 0.01% | 1110 |
|