B. Riley Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$340	Buy	5,772 +75	+1%	+$4.42K	﹤0.01%	508
2022 Q1	$338K	Sell	5,697 -623	-10%	-$37.4K	0.03%	424
2021 Q4	$384K	Buy	6,320 +623	+11%	+$38.1K	0.03%	407
2021 Q3	$350K	Buy	5,697 +100	+2%	+$6.15K	0.03%	416
2021 Q2	$344K	Buy	5,597 +776	+16%	+$47.7K	0.04%	293
2021 Q1	$297K	Sell	4,821 -236,923	-98%	-$14.6M	0.03%	304
2020 Q4	$19.6M	Sell	241,744 -2,337	-1%	-$145K	2.53%	4
2020 Q3	$19.7M	Buy	+244,081	New	+$15.2M	2.33%	4
2020 Q2	–	Sell	-5,361	Closed	-$334K	–	558
2020 Q1	$334K	Buy	5,361 +1,688	+46%	+$104K	0.04%	333
2019 Q4	$223K	Buy	+3,673	New	+$224K	0.03%	346

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.3% in Q2 2022, buying an estimated $4.42K and bringing the position to 5,772 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #508.

B. Riley Wealth Management first reported a position in VGSH in Q4 2019 and has held it in 10 quarters since. The position peaked at $19.7M in Q3 2020. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

B. Riley Wealth Management held 5,772 shares of Vanguard Short-Term Treasury ETF worth $340 as of Q2 2022.
B. Riley Wealth Management bought 75 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $4.42K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #508 holding.
B. Riley Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 10 quarters since.
B. Riley Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $19.7M in Q3 2020.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

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