VCM
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Virtue Capital Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Virtue Capital Management’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,368
Closed -$328K – 398
2021
Q4 		$328K Buy
10,368
+999
+11% +$31.1K 0.05% 334
2021
Q3 		$278K Buy
+9,369
New +$282K 0.05% 327

Other funds holding BKMC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Virtue Capital Management's BKMC Position: Q1 2022 in Review

Virtue Capital Management sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q1 2022, closing a stake of 10,368 shares — an estimated $328K sold.

Virtue Capital Management first reported a position in BKMC in Q3 2021 and held it in 2 quarters. The position peaked at $328K in Q4 2021. 15 funds tracked by Wall St. Rank hold BKMC as of Q1 2022.

  • Virtue Capital Management reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Virtue Capital Management sold 10,368 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2022, an estimated $328K.
  • Virtue Capital Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2021 and held it in 2 quarters.
  • Virtue Capital Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $328K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2022.

Based on Virtue Capital Management's 13F filing for Q1 2022, filed 16 May 2022.