Annis Gardner Whiting Capital Advisors’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	$2.18K	Buy	+12	New	+$2.18K	﹤0.01%	948
2025 Q1	–	Sell	-7	Closed	-$1.55K	–	831
2024 Q4	$1.55K	Hold	7	–	–	﹤0.01%	704
2024 Q3	$1.47K	Hold	7	–	–	﹤0.01%	719
2024 Q2	$1.58K	Buy	+7	New	+$1.58K	﹤0.01%	866