Allworth Financial’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81K | Buy |
32
+24
| +300% | +$4.35K | ﹤0.01% | 3178 |
|
|
2025
Q1 | $1.26K | Sell |
8
-5
| -38% | -$784 | ﹤0.01% | 3380 |
|
|
2024
Q4 | $2.72K | Buy |
13
+5
| +63% | +$1.05K | ﹤0.01% | 3031 |
|
|
2024
Q3 | $1.68K | Hold |
8
| – | – | ﹤0.01% | 3029 |
|
|
2024
Q2 | $1.92K | Hold |
8
| – | – | ﹤0.01% | 2941 |
|
|
2024
Q1 | $1.98K | Hold |
8
| – | – | ﹤0.01% | 2812 |
|
|
2023
Q4 | $1.94K | Buy |
8
+1
| +14% | +$242 | ﹤0.01% | 2696 |
|
|
2023
Q3 | $1.41K | Buy |
7
+2
| +40% | +$404 | ﹤0.01% | 2702 |
|
|
2023
Q2 | $988 | Hold |
5
| – | – | ﹤0.01% | 2740 |
|
|
2023
Q1 | $952 | Hold |
5
| – | – | ﹤0.01% | 2687 |
|
|
2022
Q4 | $957 | Sell |
5
-119
| -96% | -$22.8K | ﹤0.01% | 2488 |
|
|
2022
Q3 | $20K | Sell |
124
-1
| -0.8% | -$161 | ﹤0.01% | 1298 |
|
|
2022
Q2 | $21K | Buy |
125
+120
| +2,400% | +$20.2K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2034 |
|