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 $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return