TWPM
VGI

Total Wealth Planning & Management’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Total Wealth Planning & Management’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,200
Closed -$108K – 198
2024
Q4 		$108K Buy
+14,200
New +$108K 0.1% 156