B. Riley Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Buy |
23,624
+6,869
| +41% | +$380K | 0.04% | 373 |
|
|
2024
Q3 | $1.03M | Buy |
16,755
+6,915
| +70% | +$425K | 0.03% | 489 |
|
|
2024
Q2 | $568K | Buy |
9,840
+3,069
| +45% | +$177K | 0.01% | 761 |
|
|
2024
Q1 | $376K | Sell |
6,771
-2,781
| -29% | -$154K | 0.01% | 939 |
|
|
2023
Q4 | $588K | Buy |
9,552
+2,781
| +41% | +$171K | 0.02% | 735 |
|
|
2023
Q3 | $376K | Sell |
6,771
-477
| -7% | -$26.5K | 0.01% | 939 |
|
|
2023
Q2 | $460K | Buy |
7,248
+376
| +5% | +$23.9K | 0.01% | 892 |
|
|
2023
Q1 | $450K | Buy |
6,872
+1,930
| +39% | +$126K | 0.01% | 852 |
|
|
2022
Q4 | $305K | Buy |
+4,942
| New | +$305K | 0.01% | 1042 |
|