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

Financial Gravity 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
2024 Q2	–	Sell	-1,776	Closed	-$38.4K	–	2427
2024 Q1	$38.4K	Buy	+1,776	New	+$38.1K	0.01%	422
2023 Q3	–	Sell	-21	Closed	-$44.6K	–	1776
2023 Q2	$44.6K	Buy	+21	New	+$439	0.12%	86
2023 Q1	–	Sell	-21	Closed	-$38.8K	–	1675
2022 Q4	$38.8K	Buy	+21	New	+$433	0.2%	71

Other funds holding VSHY

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

NMG

New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return

Financial Gravity Asset Management's VSHY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2024, closing a stake of 1,776 shares — an estimated $38.4K sold.

Financial Gravity Asset Management first reported a position in VSHY in Q4 2022 and held it in 3 quarters. The position peaked at $44.6K in Q2 2023. 13 funds tracked by Wall St. Rank hold VSHY as of Q2 2024.

Financial Gravity Asset Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1,776 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2024, an estimated $38.4K.
Financial Gravity Asset Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $44.6K in Q2 2023.
13 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.