McDonald Partners’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

McDonald Partners’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	$565K	Hold
2025 Q1	$494K	Hold
2024 Q4	$542K	Hold
2024 Q3	$530K	Hold
2024 Q2	$524K	Hold
2024 Q1	$592K	Hold
2023 Q4	$518K	Buy
2023 Q3	$261K	Hold
2023 Q2	$280K	Hold
2023 Q1	$270K	Buy