World Equity Group’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Buy
25,992
+6,950
+36% +$159K 0.16% 135
2025
Q1
$381K Sell
19,042
-35,459
-65% -$710K 0.11% 190
2024
Q4
$1.2M Buy
54,501
+39,909
+273% +$876K 0.26% 85
2024
Q3
$313K Buy
+14,592
New +$313K 0.11% 176