B. Riley Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
+9,133
| New | +$459K | 0.02% | 545 |
|
|
2024
Q2 | – | Sell |
-24,796
| Closed | -$1.17M | – | 1614 |
|
|
2024
Q1 | $1.17M | Buy |
24,796
+12,088
| +95% | +$572K | 0.03% | 477 |
|
|
2023
Q4 | $604K | Sell |
12,708
-12,088
| -49% | -$574K | 0.02% | 719 |
|
|
2023
Q3 | $1.17M | Buy |
24,796
+1,888
| +8% | +$89.3K | 0.03% | 477 |
|
|
2023
Q2 | $1.09M | Sell |
22,908
-22,874
| -50% | -$1.08M | 0.02% | 541 |
|
|
2023
Q1 | $2.19M | Sell |
45,782
-302,931
| -87% | -$14.5M | 0.06% | 324 |
|
|
2022
Q4 | $16.3M | Buy |
348,713
+2,652
| +0.8% | +$124K | 0.46% | 44 |
|
|
2022
Q3 | $16.6M | Buy |
346,061
+329,053
| +1,935% | +$15.8M | 0.5% | 38 |
|
|
2022
Q2 | $853K | Buy |
17,008
+12,276
| +259% | +$616K | 0.04% | 467 |
|
|
2022
Q1 | $243K | Buy |
4,732
+415
| +10% | +$21.3K | 0.01% | 1120 |
|
|
2021
Q4 | $222K | Buy |
+4,317
| New | +$222K | 0.01% | 1225 |
|