B. Riley Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,007
| Closed | -$302K | – | 1291 |
|
|
2024
Q3 | $302K | Buy |
+5,007
| New | +$302K | 0.01% | 950 |
|
|
2024
Q2 | – | Sell |
-3,867
| Closed | -$221K | – | 1607 |
|
|
2024
Q1 | $221K | Sell |
3,867
-170
| -4% | -$9.72K | 0.01% | 1213 |
|
|
2023
Q4 | $240K | Buy |
4,037
+170
| +4% | +$10.1K | 0.01% | 1159 |
|
|
2023
Q3 | $221K | Sell |
3,867
-650
| -14% | -$37.1K | 0.01% | 1213 |
|
|
2023
Q2 | $265K | Sell |
4,517
-673
| -13% | -$39.5K | 0.01% | 1192 |
|
|
2023
Q1 | $311K | Sell |
5,190
-1,687
| -25% | -$101K | 0.01% | 1048 |
|
|
2022
Q4 | $402K | Buy |
6,877
+430
| +7% | +$25.1K | 0.01% | 883 |
|
|
2022
Q3 | $376K | Buy |
+6,447
| New | +$376K | 0.01% | 891 |
|