AWA
VGI

Arkadios Wealth Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Arkadios Wealth Advisors’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-82
Closed – – 1738
2021
Q3 		$0 Sell
82
-623
-88% -$7.41K ﹤0.01% 2069
2021
Q2 		$8K Buy
705
+568
+415% +$6.87K ﹤0.01% 1609
2021
Q1 		$1K Sell
137
-56
-29% -$667 ﹤0.01% 1615
2020
Q4 		$2K Buy
+193
New +$2.18K ﹤0.01% 1284

Other funds holding VGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors's VGI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q4 2021, closing a stake of 82 shares.

Arkadios Wealth Advisors first reported a position in VGI in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 28 funds tracked by Wall St. Rank hold VGI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Virtus Global Multi-Sector Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 82 Virtus Global Multi-Sector Income Fund shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Virtus Global Multi-Sector Income Fund position peaked at $8K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.