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

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