B. Riley Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
+5,262
| New | +$309K | 0.01% | 682 |
|
|
2024
Q4 | $437K | Sell |
7,507
-4,169
| -36% | -$243K | 0.01% | 743 |
|
|
2024
Q3 | $687K | Buy |
11,676
+1,185
| +11% | +$69.7K | 0.02% | 618 |
|
|
2024
Q2 | $608K | Sell |
10,491
-8,172
| -44% | -$474K | 0.02% | 724 |
|
|
2024
Q1 | $1.07M | Buy |
18,663
+7,370
| +65% | +$425K | 0.03% | 505 |
|
|
2023
Q4 | $659K | Sell |
11,293
-7,370
| -39% | -$430K | 0.02% | 685 |
|
|
2023
Q3 | $1.07M | Sell |
18,663
-119
| -0.6% | -$6.85K | 0.03% | 505 |
|
|
2023
Q2 | $1.08M | Sell |
18,782
-26,274
| -58% | -$1.52M | 0.02% | 542 |
|
|
2023
Q1 | $2.64M | Sell |
45,056
-26,795
| -37% | -$1.57M | 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% | +$3.4M | 0.12% | 184 |
|
|
2022
Q2 | $504K | Sell |
8,555
-4,724
| -36% | -$278K | 0.02% | 656 |
|
|
2022
Q1 | $787K | Sell |
13,279
-1,122
| -8% | -$66.5K | 0.03% | 562 |
|
|
2021
Q4 | $876K | Buy |
+14,401
| New | +$876K | 0.03% | 576 |
|
|
2021
Q2 | – | Sell |
-3,593
| Closed | -$222K | – | 1471 |
|
|
2021
Q1 | $222K | Buy |
+3,593
| New | +$222K | 0.01% | 1147 |
|
|
2020
Q3 | – | Sell |
-3,282
| Closed | -$205K | – | 982 |
|
|
2020
Q2 | $205K | Sell |
3,282
-4,885
| -60% | -$305K | 0.01% | 767 |
|
|
2020
Q1 | $510K | Buy |
+8,167
| New | +$510K | 0.04% | 375 |
|