Advisors Asset Management’s Virtus Total Return Fund ZTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$822K Buy
2021
Q3
Sell
2021
Q2
$1.39M Sell
2021
Q1
$2.64M Sell
2020
Q4
$4.45M Sell
2020
Q3
$4.38M Sell
2020
Q2
$4.86M Sell
2020
Q1
$4.65M Sell
2019
Q4
$7.55M Buy