B. Riley Wealth Management, Inc. VTIP Holdings History
B. Riley Wealth Management, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2022-06-30, B. Riley Wealth Management, Inc. held 325,946.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $11.10 Bil. This investment constitutes 12.99% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0.08% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2018Q4. And since then B. Riley Wealth Management, Inc. has made 7 purchases of VTIP, at an average price of $49.89, for a total of 357,606.00 shares. In addition, there have been 4 sales at an average price of $49.94 for 31,660.00 shares. Based on historical transaction data and VTIP's current price of $49.82, B. Riley Wealth Management, Inc.'s estimated gain on his VTIP holdings is $-22,015.43, reflecting a -0.12% gain to date.
B. Riley Wealth Management, Inc. VTIP ($49.82) Holding Chart
B. Riley Wealth Management, Inc. VTIP ($49.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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