BRWA
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B. Riley Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,007
Closed -$302K – 1291
2024
Q3 		$302K Buy
+5,007
New +$299K 0.01% 950
2024
Q2 		– Sell
-3,867
Closed -$221K – 1607
2024
Q1 		$221K Sell
3,867
-170
-4% -$9.97K 0.01% 1213
2023
Q4 		$240K Buy
4,037
+170
+4% +$9.8K 0.01% 1159
2023
Q3 		$221K Sell
3,867
-650
-14% -$37.7K 0.01% 1213
2023
Q2 		$265K Sell
4,517
-673
-13% -$40.1K 0.01% 1192
2023
Q1 		$311K Sell
5,190
-1,687
-25% -$99.9K 0.01% 1048
2022
Q4 		$402K Buy
6,877
+430
+7% +$25.1K 0.01% 883
2022
Q3 		$376K Buy
+6,447
New +$391K 0.01% 891

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return