DJYG
AIO

David J. Yvars Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

David J. Yvars Group’s Portfolio AIO Stock Details AIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
11,885
-1,408
-11% -$34.9K 0.17% 64
2025
Q1 		$274K Buy
13,293
+1,139
+9% +$23.5K 0.22% 52
2024
Q4 		$300K Buy
12,154
+482
+4% +$11.9K 0.18% 61
2024
Q3 		$256K Buy
+11,672
New +$256K 0.16% 66