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Triad Wealth Partners’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-653
Closed -$13.9K – 911
2024
Q2 		$13.9K Buy
+653
New +$14K 0.01% 408

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CA
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RCM
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SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
NMG
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triad Wealth Partners's VSHY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2024, closing a stake of 653 shares — an estimated $13.9K sold.

Triad Wealth Partners first reported a position in VSHY in Q2 2024 and held it in 1 quarter. The position peaked at $13.9K in Q2 2024. 10 funds tracked by Wall St. Rank hold VSHY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 653 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2024, an estimated $13.9K.
  • Triad Wealth Partners first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $13.9K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.