AWM
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Accurate Wealth Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Accurate Wealth Management’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-706
Closed -$14.8K – 1437
2022
Q4 		$14.8K Buy
+706
New +$14.5K 0.01% 767

Other funds holding VSHY

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

Accurate Wealth Management's VSHY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2023, closing a stake of 706 shares — an estimated $14.8K sold.

Accurate Wealth Management first reported a position in VSHY in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 9 funds tracked by Wall St. Rank hold VSHY as of Q1 2023.

  • Accurate Wealth Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 706 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2023, an estimated $14.8K.
  • Accurate Wealth Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $14.8K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.