B. Riley Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,966	Closed	-$312K	–	560
2020 Q1	$312K	Buy	4,966 +2,025	+69%	+$153K	0.03%	348
2019 Q4	$238K	Hold	2,941	–	–	0.04%	331
2019 Q3	$220K	Sell	2,941 -13	-0.4%	-$971	0.04%	325
2019 Q2	$222	Hold	2,954	–	–	0.03%	336
2019 Q1	$216K	Buy	+2,954	New	+$210K	0.04%	335

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2020, closing a stake of 4,966 shares — an estimated $312K sold.

B. Riley Wealth Management first reported a position in VT in Q1 2019 and held it in 5 quarters. The position peaked at $312K in Q1 2020. 481 funds tracked by Wall St. Rank hold VT as of Q2 2020.

B. Riley Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 4,966 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $312K.
B. Riley Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2019 and held it in 5 quarters.
B. Riley Wealth Management's Vanguard Total World Stock ETF position peaked at $312K in Q1 2020.
481 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

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