Wealth Enhancement Advisory Services
NFJ

Wealth Enhancement Advisory Services’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$588K Sell
46,215
-556
-1% -$7.35K ﹤0.01% 2187
2025
Q4 		$618K Sell
46,771
-2,057
-4% -$26.5K ﹤0.01% 2321
2025
Q3 		$641K Buy
48,828
+1,908
+4% +$24.4K ﹤0.01% 2165
2025
Q2 		$591K Buy
46,920
+4,105
+10% +$48.5K ﹤0.01% 2105
2025
Q1 		$519K Sell
42,815
-342
-0.8% -$4.32K ﹤0.01% 2042
2024
Q4 		$545K Sell
43,157
-42
-0.1% -$540 ﹤0.01% 1933
2024
Q3 		$563K Sell
43,199
-161
-0.4% -$2.03K ﹤0.01% 1751
2024
Q2 		$532K Buy
43,360
+1,089
+3% +$13.3K ﹤0.01% 1610
2024
Q1 		$540K Buy
42,271
+9,301
+28% +$115K ﹤0.01% 1540
2023
Q4 		$415K Buy
32,970
+2,736
+9% +$31.3K ﹤0.01% 1624
2023
Q3 		$343K Buy
+30,234
New +$370K ﹤0.01% 1655

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