AE Wealth Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.5K | Hold |
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|
2025
Q2 | $13.4K | Sell |
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|
2025
Q1 | $27.7K | Sell |
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|
2024
Q4 | $28.2K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $445K | Sell |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $765K | Sell |
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|
2019
Q4 | $931K | Sell |
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|
2019
Q3 | $937K | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $2.98M | Sell |
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|
2018
Q3 | $4.75M | Buy |
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|
2018
Q2 | $916K | Buy |
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|
2018
Q1 | $859K | Sell |
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|
2017
Q4 | $2.03M | Buy |
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|
2017
Q3 | $984K | Sell |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $465K | Buy |
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