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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Sell
2025
Q2
$459K Buy
2024
Q2
Sell
2024
Q1
$1.17M Buy
2023
Q4
$604K Sell
2023
Q3
$1.17M Buy
2023
Q2
$1.09M Sell
2023
Q1
$2.19M Sell
2022
Q4
$16.3M Buy
2022
Q3
$16.6M Buy
2022
Q2
$853K Buy
2022
Q1
$243K Buy
2021
Q4
$222K Buy