Harbour Investments’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Harbour Investments’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	-100	Closed	-$2.1K	–	3127
2023 Q1	$2.1K	Buy	+100	New	+$2.1K	﹤0.01%	2544
2021 Q4	–	Sell	-100	Closed	-$2K	–	3698
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	3380
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	3440
2021 Q1	$2K	Buy	+100	New	+$2.44K	﹤0.01%	3280

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AWM

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

BCMLT

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

NMG

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

RCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments's VSHY Position: Q2 2023 in Review

Harbour Investments sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2023, closing a stake of 100 shares — an estimated $2.1K sold.

Harbour Investments first reported a position in VSHY in Q1 2021 and held it in 4 quarters. The position peaked at $2.1K in Q1 2023. 10 funds tracked by Wall St. Rank hold VSHY as of Q2 2023.

Harbour Investments reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 100 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2023, an estimated $2.1K.
Harbour Investments first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2021 and held it in 4 quarters.
Harbour Investments's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $2.1K 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 Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.