New Millennium Group’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

New Millennium Group’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 Q4	–	Sell	-34	Closed	-$746	–	631
2024 Q3	$746	Sell	34 -6	-15%	-$131	﹤0.01%	348
2024 Q2	$854	Buy	+40	New	+$855	﹤0.01%	345
2024 Q1	–	Sell	-45	Closed	-$968	–	402
2023 Q4	$968	Sell	45 -1	-2%	-$21	﹤0.01%	358
2023 Q3	$960	Sell	46 -15	-25%	-$316	﹤0.01%	328
2023 Q2	$1.28K	Sell	61 -3	-5%	-$63	﹤0.01%	326
2023 Q1	$1.33K	Sell	64 -5	-7%	-$105	﹤0.01%	347
2022 Q4	$1.41K	Sell	69 -2	-3%	-$41	﹤0.01%	347
2022 Q3	$1K	Sell	71 -4	-5%	-$84	﹤0.01%	354
2022 Q2	$2K	Buy	+75	New	+$1.65K	﹤0.01%	311

Other funds holding VSHY

FIM

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

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

BCMLT

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

AWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 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

SFA

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

New Millennium Group's VSHY Position: Q4 2024 in Review

New Millennium Group sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q4 2024, closing a stake of 34 shares — an estimated $746 sold.

New Millennium Group first reported a position in VSHY in Q2 2022 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 12 funds tracked by Wall St. Rank hold VSHY as of Q4 2024.

New Millennium Group reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
New Millennium Group sold 34 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q4 2024, an estimated $746.
New Millennium Group first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q2 2022 and held it in 9 quarters.
New Millennium Group's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $2K in Q2 2022.
12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q4 2024.

Based on New Millennium Group's 13F filing for Q4 2024, filed 24 Jan 2025.