EverSource Wealth Advisors’s Virtus Newfleet Short Duration Core Plus Bond ETF SDCP Stock Holding History

EverSource Wealth Advisors’s Portfolio SDCP Stock Details SDCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-500	Closed	-$12.8K	–	3133
2024 Q1	$12.8K	Buy	+500	New	+$12.9K	﹤0.01%	1575

Other funds holding SDCP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EverSource Wealth Advisors's SDCP Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) in Q2 2024, closing a stake of 500 shares — an estimated $12.8K sold.

EverSource Wealth Advisors first reported a position in SDCP in Q1 2024 and held it in 1 quarter. The position peaked at $12.8K in Q1 2024. 1 fund tracked by Wall St. Rank holds SDCP as of Q2 2024.

EverSource Wealth Advisors reported no remaining Virtus Newfleet Short Duration Core Plus Bond ETF position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 500 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q2 2024, an estimated $12.8K.
EverSource Wealth Advisors first reported a position in Virtus Newfleet Short Duration Core Plus Bond ETF in Q1 2024 and held it in 1 quarter.
EverSource Wealth Advisors's Virtus Newfleet Short Duration Core Plus Bond ETF position peaked at $12.8K in Q1 2024.
1 fund tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.