B. Riley Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Buy
+3,680
New +$215K 0.01% 751
2025
Q3
Sell
-5,262
Closed -$309K 1180
2025
Q2
$309K Buy
+5,262
New +$308K 0.01% 700
2024
Q4
$437K Sell
7,507
-4,169
-36% -$243K 0.01% 743
2024
Q3
$687K Buy
11,676
+1,185
+11% +$69.4K 0.02% 618
2024
Q2
$608K Sell
10,491
-8,172
-44% -$472K 0.02% 724
2024
Q1
$1.07M Buy
18,663
+7,370
+65% +$429K 0.03% 505
2023
Q4
$659K Sell
11,293
-7,370
-39% -$426K 0.02% 685
2023
Q3
$1.07M Sell
18,663
-119
-0.6% -$6.86K 0.03% 505
2023
Q2
$1.08M Sell
18,782
-26,274
-58% -$1.53M 0.02% 542
2023
Q1
$2.64M Sell
45,056
-26,795
-37% -$1.56M 0.07% 281
2022
Q4
$4.15M Buy
71,851
+4,416
+7% +$255K 0.12% 193
2022
Q3
$3.9M Buy
67,435
+58,880
+688% +$3.45M 0.12% 184
2022
Q2
$504K Sell
8,555
-4,724
-36% -$279K 0.02% 656
2022
Q1
$787K Sell
13,279
-1,122
-8% -$67.4K 0.03% 562
2021
Q4
$876K Buy
+14,401
New +$881K 0.03% 576
2021
Q2
Sell
-3,593
Closed -$222K 1471
2021
Q1
$222K Buy
+3,593
New +$221K 0.01% 1147
2020
Q3
Sell
-3,282
Closed -$205K 982
2020
Q2
$205K Sell
3,282
-4,885
-60% -$304K 0.01% 767
2020
Q1
$510K Buy
+8,167
New +$501K 0.04% 375

Other funds holding VGSH