VestGen Advisors’s Virtus Newfleet Short Duration Core Plus Bond ETF SDCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$656K Buy
26,173
+2,259
+9% +$57.5K 0.02% 510
2026
Q2
$612K Buy
23,914
+10,289
+76% +$264K 0.02% 602
2026
Q1
$349K Buy
+13,625
New +$351K 0.01% 786

Other funds holding SDCP

VestGen Advisors's SDCP Position: Q3 2026 in Review

VestGen Advisors increased its Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) stake by 9.4% in Q3 2026, buying an estimated $57.5K and bringing the position to 26,173 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #510.

VestGen Advisors first reported a position in SDCP in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold SDCP as of Q3 2026.

  • VestGen Advisors held 26,173 shares of Virtus Newfleet Short Duration Core Plus Bond ETF worth $656K as of Q3 2026.
  • VestGen Advisors bought 2,259 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q3 2026, an estimated $57.5K.
  • Virtus Newfleet Short Duration Core Plus Bond ETF made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #510 holding.
  • VestGen Advisors first reported a position in Virtus Newfleet Short Duration Core Plus Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.