Elwood & Goetz Wealth Advisory Group’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
622,339
+82,380
| +15% | +$1.88M | 3.07% | 9 |
|
|
2025
Q1 | $12.2M | Buy |
539,959
+116,119
| +27% | +$2.62M | 2.98% | 9 |
|
|
2024
Q4 | $9.52M | Buy |
423,840
+169,888
| +67% | +$3.81M | 2.32% | 9 |
|
|
2024
Q3 | $5.86M | Buy |
253,952
+2,210
| +0.9% | +$51K | 1.45% | 13 |
|
|
2024
Q2 | $5.62M | Buy |
251,742
+239,642
| +1,981% | +$5.35M | 1.6% | 13 |
|
|
2024
Q1 | $271K | Buy |
+12,100
| New | +$271K | 0.07% | 72 |
|