B. Riley Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.55K	Buy	38,008 +9,704	+34%	+$437K	﹤0.01%	250
2022 Q1	$1.47M	Buy	28,304 +4,824	+21%	+$248K	0.11%	174
2021 Q4	$1.34M	Buy	23,480 +3,560	+18%	+$195K	0.09%	192
2021 Q3	$999K	Buy	19,920 +3,280	+20%	+$170K	0.08%	223
2021 Q2	$829K	Sell	16,640 -280	-2%	-$13.2K	0.09%	179
2021 Q1	$758K	Sell	16,920 -152	-0.9%	-$6.84K	0.09%	185
2020 Q4	$755K	Sell	17,072 -11,968	-41%	-$492K	0.1%	165
2020 Q3	$1.13M	Buy	29,040 +18,176	+167%	+$684K	0.13%	141
2020 Q2	$379K	Sell	10,864 -14,400	-57%	-$449K	0.04%	259
2020 Q1	$669K	Buy	25,264 +13,832	+121%	+$419K	0.07%	235
2019 Q4	$350K	Buy	11,432 +1,720	+18%	+$49.2K	0.05%	263
2019 Q3	$262K	Hold	9,712	–	–	0.05%	302
2019 Q2	$256	Sell	9,712 -240	-2%	-$6.19K	0.04%	315
2019 Q1	$250K	Buy	+9,952	New	+$231K	0.04%	308
2018 Q4	–	Sell	-9,512	Closed	-$241K	–	404
2018 Q3	$241K	Buy	+9,512	New	+$231K	0.06%	254
2015 Q3	–	Sell	-72	Closed	–	–	728
2015 Q2	$0	Hold	72	–	–	﹤0.01%	1084
2015 Q1	$0	Hold	72	–	–	﹤0.01%	1102
2014 Q4	$0	Hold	72	–	–	﹤0.01%	1096
2014 Q3	$0	Hold	72	–	–	﹤0.01%	1168
2014 Q2	$0	Hold	72	–	–	﹤0.01%	1172
2014 Q1	$1K	Buy	+72	New	+$810	﹤0.01%	1055

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 34% in Q2 2022, buying an estimated $437K and bringing the position to 38,008 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

B. Riley Wealth Management first reported a position in VGT in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.47M in Q1 2022. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

B. Riley Wealth Management held 38,008 shares of Vanguard Information Technology ETF worth $1.55K as of Q2 2022.
B. Riley Wealth Management bought 9,704 Vanguard Information Technology ETF shares in Q2 2022, an estimated $437K.
Vanguard Information Technology ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #250 holding.
B. Riley Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2014 and has held it in 21 quarters since.
B. Riley Wealth Management's Vanguard Information Technology ETF position peaked at $1.47M in Q1 2022.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

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