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AWA
Arete Wealth Advisors’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
Arete Wealth Advisors’s Portfolio
VGIT Stock Details
VGIT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-9,607
Closed
-$559K
–
830
2024
Q2
$559K
Buy
+9,607
New
+$555K
0.05%
364
2024
Q1
–
Sell
-8,575
Closed
-$509K
–
727
2023
Q4
$509K
Buy
8,575
+216
+3%
+$12.4K
0.04%
396
2023
Q3
$478K
Sell
8,359
-4,777
-36%
-$277K
0.08%
245
2023
Q2
$771K
Sell
13,136
-2,932
-18%
-$175K
0.07%
267
2023
Q1
$963K
Sell
16,068
-629
-4%
-$37.3K
0.08%
218
2022
Q4
$976M
Buy
16,697
+12,557
+303%
+$734K
0.09%
208
2022
Q3
$241K
Sell
4,140
-62,370
-94%
-$3.78M
0.02%
468
2022
Q2
$4.07M
Buy
66,510
+4,385
+7%
+$268K
0.41%
55
2022
Q1
$3.91M
Buy
62,125
+13,814
+29%
+$894K
0.33%
63
2021
Q4
$3.19M
Buy
48,311
+8,572
+22%
+$574K
0.27%
75
2021
Q3
$2.69M
Buy
39,739
+9,605
+32%
+$655K
0.3%
75
2021
Q2
$2M
Buy
30,134
+26,257
+677%
+$1.78M
0.28%
76
2021
Q1
$261K
Sell
3,877
-14,136
-78%
-$967K
0.03%
340
2020
Q4
$1.25M
Buy
18,013
+488
+3%
+$34.1K
0.18%
120
2020
Q3
$1.23M
Sell
17,525
-432
-2%
-$30.5K
0.19%
127
2020
Q2
$1.27M
Buy
17,957
+6,212
+53%
+$437K
0.22%
118
2020
Q1
$829K
Buy
+11,745
New
+$797K
0.16%
139
Other funds holding VGIT
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
ERSOT
Employees Retirement System of Texas
Austin, Texas
$11.4B AUM
21.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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