VIRTUS EQUITY & CONV INCM FD

CUSIP: 92841M101 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,633 Value ($000) $365 Avg Close Range
Q3 2025
Shares 14,793 Value ($000) $371 Avg Close Range
Q2 2025
Shares 15,054 Value ($000) $360 Avg Close Range
Q1 2025
Shares 15,153 Value ($000) $335 Avg Close Range
Q4 2024
Shares 15,300 Value ($000) $377 Avg Close Range
Q3 2024
Shares 15,306 Value ($000) $352 Avg Close Range
Q2 2024
Shares 15,281 Value ($000) $355 Avg Close Range
Q1 2024
Shares 15,315 Value ($000) $343 Avg Close Range
Q4 2023
Shares 15,290 Value ($000) $320 Avg Close Range
Q3 2023
Shares 15,690 Value ($000) $312 Avg Close Range
Q2 2023
Shares 15,906 Value ($000) $336 Avg Close Range
Q1 2023
Shares 15,906 Value ($000) $313 Avg Close Range
Q4 2022
Shares 16,001 Value ($000) $292 Avg Close Range
Q3 2022
Shares 16,596 Value ($000) $337 Avg Close Range
Q2 2022
Shares 16,596 Value ($000) $344 Avg Close Range
Q1 2022
Shares 16,653 Value ($000) $452 Avg Close Range
Q4 2021
Shares 16,653 Value ($000) $502 Avg Close Range
Q3 2021
Shares 16,794 Value ($000) $495 Avg Close Range
Q2 2021
Shares 16,794 Value ($000) $508 Avg Close Range
Q1 2021
Shares 16,815 Value ($000) $471 Avg Close Range