VitalStone Financial’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

VitalStone Financial’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$17.7K	Hold	777	–	–	0.01%	234
2024 Q2	$17.4K	Hold	777	–	–	0.01%	233
2024 Q1	$17K	Hold	777	–	–	0.01%	240
2023 Q4	$17K	Sell	777 -2,311	-75%	-$50.2K	0.01%	242
2023 Q3	$66K	Hold	3,088	–	–	0.06%	117
2023 Q2	$69K	Buy	+3,088	New	+$68.7K	0.04%	291

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VitalStone Financial's SHYD Position: Q3 2024 in Review

VitalStone Financial held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q3 2024 at 777 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #234.

VitalStone Financial first reported a position in SHYD in Q2 2023 and has held it in 6 quarters since. The position peaked at $69K in Q2 2023. 117 funds tracked by Wall St. Rank hold SHYD as of Q3 2024.

VitalStone Financial held 777 shares of VanEck Short High Yield Muni ETF worth $17.7K as of Q3 2024.
VitalStone Financial left its VanEck Short High Yield Muni ETF share count unchanged in Q3 2024.
VanEck Short High Yield Muni ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #234 holding.
VitalStone Financial first reported a position in VanEck Short High Yield Muni ETF in Q2 2023 and has held it in 6 quarters since.
VitalStone Financial's VanEck Short High Yield Muni ETF position peaked at $69K in Q2 2023.
117 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.