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Virtus NFJ Mid-Cap Value I shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of Virtus NFJ Mid-Cap Value I shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in Virtus NFJ Mid-Cap Value I

Tip: Access up to 7 years of quarterly data

All positions including Virtus NFJ Mid-Cap Value I held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus NFJ Mid-Cap Value I by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $550k 19k 28.88

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iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
Vanguard Mid Cap ETF IV Etf (VO)
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Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)
Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

Top funds holding Virtus NFJ Mid-Cap Value I

Grey Fox Wealth Advisors

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