Gilliland Jeter Wealth Management’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio ACV Stock Details ACV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$563K	Buy
2025 Q1	$492K	Buy
2024 Q4	$539K	Sell
2024 Q3	$537K	Buy
2024 Q2	$530K	Buy
2024 Q1	$590K	Sell
2023 Q4	$526K	Buy