Hedeker Wealth
VPC icon

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

Hedeker Wealth’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
2024
Q4 		– Sell
-102,117
Closed -$2.28M – 91
2024
Q3 		$2.28M Buy
102,117
+7,108
+7% +$160K 0.61% 50
2024
Q2 		$2.15M Buy
95,009
+4,164
+5% +$94.5K 0.62% 50
2024
Q1 		$2.04M Buy
90,845
+23,065
+34% +$515K 0.59% 55
2023
Q4 		$1.49M Buy
+67,780
New +$1.45M 0.47% 62

Other funds holding VPC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Regal Investment Advisors
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hedeker Wealth's VPC Position: Q4 2024 in Review

Hedeker Wealth sold out of Virtus Private Credit Strategy ETF (VPC) in Q4 2024, closing a stake of 102,117 shares — an estimated $2.28M sold.

Hedeker Wealth first reported a position in VPC in Q4 2023 and held it in 4 quarters. The position peaked at $2.28M in Q3 2024. 25 funds tracked by Wall St. Rank hold VPC as of Q4 2024.

  • Hedeker Wealth reported no remaining Virtus Private Credit Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Hedeker Wealth sold 102,117 Virtus Private Credit Strategy ETF shares in Q4 2024, an estimated $2.28M.
  • Hedeker Wealth first reported a position in Virtus Private Credit Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Hedeker Wealth's Virtus Private Credit Strategy ETF position peaked at $2.28M in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q4 2024.

Based on Hedeker Wealth's 13F filing for Q4 2024, filed 27 Jan 2025.