Arete Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Arete Wealth Advisors’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,860	Closed	-$253K	–	762
2023 Q1	$253K	Sell	3,860 -57	-1%	-$3.68K	0.02%	523
2022 Q4	$241K	Buy	+3,917	New	+$243K	0.02%	515

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Arete Wealth Advisors's VGLT Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 3,860 shares — an estimated $253K sold.

Arete Wealth Advisors first reported a position in VGLT in Q4 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2023. 285 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

Arete Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 3,860 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $253K.
Arete Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Arete Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $253K in Q1 2023.
285 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.