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Atlas Private Wealth Advisors’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q4 		– Sell
-50
Closed -$1K – 687
2021
Q3 		$1K Hold
50
– – ﹤0.01% 736
2021
Q2 		$1K Hold
50
– – ﹤0.01% 764
2021
Q1 		$1K Hold
50
– – ﹤0.01% 848
2020
Q4 		$1K Hold
50
– – ﹤0.01% 740
2020
Q3 		$1K Hold
50
– – ﹤0.01% 648
2020
Q2 		$1K Buy
+50
New +$1.12K ﹤0.01% 679

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Susquehanna International Group
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Atlas Private Wealth Advisors's VSHY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q4 2021, closing a stake of 50 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in VSHY in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 9 funds tracked by Wall St. Rank hold VSHY as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 50 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q4 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $1K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.