B. Riley Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

B. Riley Wealth Management’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,500	Closed	-$534K	–	555
2020 Q1	$534K	Sell	5,500 -1,126	-17%	-$114K	0.06%	259
2019 Q4	$672K	Sell	6,626 -27	-0.4%	-$2.72K	0.1%	187
2019 Q3	$673K	Sell	6,653 -172	-3%	-$17.1K	0.12%	170
2019 Q2	$661K	Sell	6,825 -1,130	-14%	-$104K	0.1%	178
2019 Q1	$728K	Sell	7,955 -290	-4%	-$25.5K	0.13%	165
2018 Q4	$702K	Buy	+8,245	New	+$700K	0.15%	150

Other funds holding VCLT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

B. Riley Wealth Management's VCLT Position: Q2 2020 in Review

B. Riley Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2020, closing a stake of 5,500 shares — an estimated $534K sold.

B. Riley Wealth Management first reported a position in VCLT in Q4 2018 and held it in 6 quarters. The position peaked at $728K in Q1 2019. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

B. Riley Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 5,500 Vanguard Long-Term Corporate Bond ETF shares in Q2 2020, an estimated $534K.
B. Riley Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
B. Riley Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $728K in Q1 2019.
178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.