GJWM
ACV
Gilliland Jeter Wealth Management’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
24,606
+25
| +0.1% | +$572 | 0.18% | 104 |
|
|
2025
Q1 | $492K | Buy |
24,581
+28
| +0.1% | +$560 | 0.17% | 106 |
|
|
2024
Q4 | $539K | Sell |
24,553
-472
| -2% | -$10.4K | 0.18% | 105 |
|
|
2024
Q3 | $537K | Buy |
25,025
+28
| +0.1% | +$601 | 0.17% | 108 |
|
|
2024
Q2 | $530K | Buy |
24,997
+346
| +1% | +$7.34K | 0.18% | 104 |
|
|
2024
Q1 | $590K | Sell |
24,651
-430
| -2% | -$10.3K | 0.21% | 103 |
|
|
2023
Q4 | $526K | Buy |
+25,081
| New | +$526K | 0.22% | 101 |
|