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 New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

B. Riley Wealth Advisors's VGIT Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 5,007 shares — an estimated $302K sold.

B. Riley Wealth Advisors first reported a position in VGIT in Q3 2022 and held it in 8 quarters. The position peaked at $402K in Q4 2022. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,007 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $302K.
B. Riley Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $402K in Q4 2022.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.