B. Riley Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,487	Closed	-$413K	–	1650
2023 Q1	$413K	Sell	4,487 -3,024	-40%	-$274K	0.01%	894
2022 Q4	$647K	Sell	7,511 -203	-3%	-$17.3K	0.02%	689
2022 Q3	$609K	Buy	7,714 +576	+8%	+$50.6K	0.02%	674
2022 Q2	$610K	Sell	7,138 -44	-0.6%	-$4.07K	0.03%	578
2022 Q1	$728K	Sell	7,182 -7,723	-52%	-$782K	0.02%	580
2021 Q4	$1.6M	Sell	14,905 -388	-3%	-$41.2K	0.05%	403
2021 Q3	$1.56M	Buy	15,293 +1,172	+8%	+$123K	0.05%	399
2021 Q2	$1.45M	Buy	14,121 +360	+3%	+$36.7K	0.05%	413
2021 Q1	$1.33M	Buy	13,761 +7,339	+114%	+$706K	0.05%	408
2020 Q4	$595K	Sell	6,422 -140	-2%	-$12.1K	0.03%	480
2020 Q3	$515K	Buy	6,562 +10	+0.2%	+$803	0.03%	518
2020 Q2	$491K	Sell	6,552 -236	-3%	-$16.6K	0.03%	469
2020 Q1	$427K	Buy	+6,788	New	+$512K	0.04%	436

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's VT Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2023, closing a stake of 4,487 shares — an estimated $413K sold.

B. Riley Wealth Advisors first reported a position in VT in Q1 2020 and held it in 13 quarters. The position peaked at $1.6M in Q4 2021. 793 funds tracked by Wall St. Rank hold VT as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,487 Vanguard Total World Stock ETF shares in Q2 2023, an estimated $413K.
B. Riley Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 13 quarters.
B. Riley Wealth Advisors's Vanguard Total World Stock ETF position peaked at $1.6M in Q4 2021.
793 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.