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Valeo Financial Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Valeo Financial Advisors’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
2020
Q2 		– Sell
-252
Closed -$4K – 2166
2020
Q1 		$4K Buy
+252
New +$5.72K ﹤0.01% 1378

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Susquehanna International Group
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Cambridge Investment Research Advisors
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Jane Street
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SPC
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UBS Group
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Osaic Holdings
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Valeo Financial Advisors's VPC Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Virtus Private Credit Strategy ETF (VPC) in Q2 2020, closing a stake of 252 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in VPC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 13 funds tracked by Wall St. Rank hold VPC as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Virtus Private Credit Strategy ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 252 Virtus Private Credit Strategy ETF shares in Q2 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Virtus Private Credit Strategy ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Virtus Private Credit Strategy ETF position peaked at $4K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.