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Virtus Convertible & Income shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Income by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 77k 15.00
2025-06-30 $280k 20k 14.20
2025-03-31 $265k 21k 12.93

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Virtus Convertible & Income

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Penserra Capital Management
LPL Financial
Ameriprise Financial
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Summit Financial
Private Advisor
WNY Asset Management
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income