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Virtue Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Virtue Capital Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,423
Closed -$228K – 401
2024
Q1 		$228K Buy
+4,423
New +$228K 0.04% 344
2018
Q3 		– Sell
-7,216
Closed -$454K – 251
2018
Q2 		$454K Sell
7,216
-281
-4% -$17.5K 0.22% 145
2018
Q1 		$466K Buy
+7,497
New +$465K 0.25% 130

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Virtue Capital Management's HYD Position: Q2 2024 in Review

Virtue Capital Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 4,423 shares — an estimated $228K sold.

Virtue Capital Management first reported a position in HYD in Q1 2018 and held it in 3 quarters. The position peaked at $466K in Q1 2018. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Virtue Capital Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Virtue Capital Management sold 4,423 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $228K.
  • Virtue Capital Management first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 3 quarters.
  • Virtue Capital Management's VanEck High Yield Muni ETF position peaked at $466K in Q1 2018.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Virtue Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.