Back to NIE
David J Yvars Group NIE Position History
Virtus Equity & Convertible Income Fund
Quarters held
5
Latest value
$652K
Q3 2026
Peak value
$690K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $440K |
| Q4 2025 | $527K |
| Q1 2026 | $482K |
| Q2 2026 | $690K |
| Q3 2026 | $652K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $652K | 26.1K | — | — |
| Q2 2026 | $690K | 25.7K | — | — |
| Q1 2026 | $482K | 20.7K | — | — |
| Q4 2025 | $527K | 21.1K | — | — |
| Q3 2025 | $440K | 17.5K | — | — |
Other funds holding NIE
$176.1M
$149.2M
$142.6M
$122.3M
$122.3M
$115.9M
$108M
$82.8M