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Belpointe Asset Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-602
Closed -$12.6K – 3330
2023
Q1 		$12.6K Hold
602
– – ﹤0.01% 2579
2022
Q4 		$12.4K Buy
+602
New +$12.4K ﹤0.01% 2499

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Belpointe Asset Management's VSHY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2023, closing a stake of 602 shares — an estimated $12.6K sold.

Belpointe Asset Management first reported a position in VSHY in Q4 2022 and held it in 2 quarters. The position peaked at $12.6K in Q1 2023. 10 funds tracked by Wall St. Rank hold VSHY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 602 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2023, an estimated $12.6K.
  • Belpointe Asset Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $12.6K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.