Global Wealth Management Investment Advisory’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-88	Closed	-$2K	–	525
2020 Q4	$2K	Hold	88	–	–	﹤0.01%	409
2020 Q3	$2K	Sell	88 -287	-77%	-$6.69K	﹤0.01%	401
2020 Q2	$9K	Sell	375 -816	-69%	-$18.3K	﹤0.01%	369
2020 Q1	$26K	Sell	1,191 -589	-33%	-$13.8K	0.01%	230
2019 Q4	$43K	Hold	1,780	–	–	0.02%	191
2019 Q3	$42K	Sell	1,780 -778	-30%	-$18.5K	0.02%	183
2019 Q2	$61K	Sell	2,558 -18,481	-88%	-$444K	0.03%	159
2019 Q1	$504K	Sell	21,039 -25,086	-54%	-$597K	0.26%	78
2018 Q4	$1.06M	Buy	+46,125	New	+$1.1M	0.62%	59

Other funds holding VSHY

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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FIM

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's VSHY Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2021, closing a stake of 88 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in VSHY in Q4 2018 and held it in 9 quarters. The position peaked at $1.06M in Q4 2018. 10 funds tracked by Wall St. Rank hold VSHY as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 88 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $1.06M in Q4 2018.
10 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.