B. Riley Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$721K	Buy	11,788 +288	+3%	+$17.6K	0.08%	233
2022 Q1	$723K	Buy	+11,500	New	+$744K	0.06%	261
2021 Q2	–	Sell	-4,135	Closed	-$278K	–	468
2021 Q1	$278K	Buy	+4,135	New	+$283K	0.03%	309

Other funds holding VGIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

B. Riley Wealth Management's VGIT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.5% in Q2 2022, buying an estimated $17.6K and bringing the position to 11,788 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #233.

B. Riley Wealth Management first reported a position in VGIT in Q1 2021 and has held it in 3 quarters since. The position peaked at $723K in Q1 2022. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

B. Riley Wealth Management held 11,788 shares of Vanguard Intermediate-Term Treasury ETF worth $721K as of Q2 2022.
B. Riley Wealth Management bought 288 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $17.6K.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #233 holding.
B. Riley Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 3 quarters since.
B. Riley Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $723K in Q1 2022.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.