BRWM
B. Riley Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $340 | Buy |
5,772
+75
| +1% | +$4 | ﹤0.01% | 508 |
|
|
2022
Q1 | $338K | Sell |
5,697
-623
| -10% | -$37K | 0.03% | 424 |
|
|
2021
Q4 | $384K | Buy |
6,320
+623
| +11% | +$37.9K | 0.03% | 407 |
|
|
2021
Q3 | $350K | Buy |
5,697
+100
| +2% | +$6.14K | 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% | -$190K | 2.53% | 4 |
|
|
2020
Q3 | $19.7M | Buy |
+244,081
| New | +$19.7M | 2.33% | 4 |
|
|
2020
Q2 | – | Sell |
-5,361
| Closed | -$334K | – | 558 |
|
|
2020
Q1 | $334K | Buy |
5,361
+1,688
| +46% | +$105K | 0.04% | 333 |
|
|
2019
Q4 | $223K | Buy |
+3,673
| New | +$223K | 0.03% | 346 |
|