FFO
VGI

Fortitude Family Office’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Fortitude Family Office’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,059
Closed -$8.09K – 1283
2024
Q4 		$8.09K Buy
+1,059
New +$8.43K ﹤0.01% 694

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Fortitude Family Office's VGI Position: Q1 2025 in Review

Fortitude Family Office sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q1 2025, closing a stake of 1,059 shares — an estimated $8.09K sold.

Fortitude Family Office first reported a position in VGI in Q4 2024 and held it in 1 quarter. The position peaked at $8.09K in Q4 2024. 29 funds tracked by Wall St. Rank hold VGI as of Q1 2025.

  • Fortitude Family Office reported no remaining Virtus Global Multi-Sector Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,059 Virtus Global Multi-Sector Income Fund shares in Q1 2025, an estimated $8.09K.
  • Fortitude Family Office first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2024 and held it in 1 quarter.
  • Fortitude Family Office's Virtus Global Multi-Sector Income Fund position peaked at $8.09K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.