Destiny Wealth Partners’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Destiny Wealth Partners’s Portfolio VPC Stock Details VPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,293	Closed	-$87.1K	–	640
2022 Q4	$87.1K	Hold	4,293	–	–	0.02%	239
2022 Q3	$83K	Hold	4,293	–	–	0.02%	242
2022 Q2	$92K	Hold	4,293	–	–	0.02%	240
2022 Q1	$108K	Hold	4,293	–	–	0.02%	224
2021 Q4	$109K	Buy	+4,293	New	+$110K	0.02%	224

Other funds holding VPC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Destiny Wealth Partners's VPC Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Virtus Private Credit Strategy ETF (VPC) in Q1 2023, closing a stake of 4,293 shares — an estimated $87.1K sold.

Destiny Wealth Partners first reported a position in VPC in Q4 2021 and held it in 5 quarters. The position peaked at $109K in Q4 2021. 12 funds tracked by Wall St. Rank hold VPC as of Q1 2023.

Destiny Wealth Partners reported no remaining Virtus Private Credit Strategy ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 4,293 Virtus Private Credit Strategy ETF shares in Q1 2023, an estimated $87.1K.
Destiny Wealth Partners first reported a position in Virtus Private Credit Strategy ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's Virtus Private Credit Strategy ETF position peaked at $109K in Q4 2021.
12 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.