B. Riley Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11.1M | Buy |
325,946
+293,702
| +911% | +$10M | 12.99% | 4 |
|
|
2022
Q1 | $1.65M | Buy |
32,244
+22,140
| +219% | +$1.13M | 0.13% | 159 |
|
|
2021
Q4 | $519K | Sell |
10,104
-3,493
| -26% | -$179K | 0.04% | 342 |
|
|
2021
Q3 | $715K | Buy |
+13,597
| New | +$715K | 0.05% | 274 |
|
|
2020
Q3 | – | Sell |
-14,051
| Closed | -$705K | – | 536 |
|
|
2020
Q2 | $705K | Hold |
14,051
| – | – | 0.08% | 194 |
|
|
2020
Q1 | $684K | Buy |
14,051
+409
| +3% | +$19.9K | 0.07% | 231 |
|
|
2019
Q4 | $672K | Buy |
13,642
+1,402
| +11% | +$69.1K | 0.1% | 188 |
|
|
2019
Q3 | $600K | Buy |
12,240
+852
| +7% | +$41.8K | 0.1% | 185 |
|
|
2019
Q2 | $562 | Sell |
11,388
-11,671
| -51% | -$576 | 0.09% | 193 |
|
|
2019
Q1 | $1.12M | Sell |
23,059
-2,445
| -10% | -$119K | 0.19% | 119 |
|
|
2018
Q4 | $1.22M | Buy |
+25,504
| New | +$1.22M | 0.26% | 93 |
|