BRWA
VGLT icon

B. Riley Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.31M Buy
23,624
+6,869
+41% +$398K 0.04% 373
2024
Q3 		$1.03M Buy
16,755
+6,915
+70% +$418K 0.03% 489
2024
Q2 		$568K Buy
9,840
+3,069
+45% +$176K 0.01% 761
2024
Q1 		$376K Sell
6,771
-2,781
-29% -$164K 0.01% 939
2023
Q4 		$588K Buy
9,552
+2,781
+41% +$157K 0.02% 735
2023
Q3 		$376K Sell
6,771
-477
-7% -$28.5K 0.01% 939
2023
Q2 		$460K Buy
7,248
+376
+5% +$24.1K 0.01% 892
2023
Q1 		$450K Buy
6,872
+1,930
+39% +$124K 0.01% 852
2022
Q4 		$305K Buy
+4,942
New +$307K 0.01% 1042

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return