NewEdge Advisors’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 | $82.7K | Sell |
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|
2025
Q1 | $72.5K | Sell |
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|
2024
Q4 | $80K | Sell |
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|
2024
Q3 | $78.3K | Sell |
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|
2024
Q2 | $90.9K | Buy |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $89.5K | Buy |
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|
2023
Q3 | $79.4K | Buy |
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|
2023
Q2 | $84.8K | Buy |
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|
2023
Q1 | $81.8K | Sell |
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|
2022
Q4 | $90 | Buy |
|