Bell Investment 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 | $545 | Sell |
3
-11
| -79% | -$2K | ﹤0.01% | 1745 |
|
2025
Q1 | $2.41K | Sell |
14
-1
| -7% | -$172 | ﹤0.01% | 1239 |
|
2024
Q4 | $3.31K | Hold |
15
| – | – | ﹤0.01% | 1125 |
|
2024
Q3 | $3.14K | Hold |
15
| – | – | ﹤0.01% | 1162 |
|
2024
Q2 | $3.39K | Sell |
15
-4
| -21% | -$903 | ﹤0.01% | 1114 |
|
2024
Q1 | $4.71K | Buy |
19
+5
| +36% | +$1.24K | ﹤0.01% | 956 |
|
2023
Q4 | $3.39K | Sell |
14
-9
| -39% | -$2.18K | ﹤0.01% | 1089 |
|
2023
Q3 | $4.65K | Buy |
23
+14
| +156% | +$2.83K | ﹤0.01% | 846 |
|
2023
Q2 | $1.78K | Buy |
9
+3
| +50% | +$593 | ﹤0.01% | 1360 |
|
2023
Q1 | $1.14K | Sell |
6
-7
| -54% | -$1.33K | ﹤0.01% | 1503 |
|
2022
Q4 | $2.49K | Buy |
13
+10
| +333% | +$1.92K | ﹤0.01% | 1171 |
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1974 |
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1651 |
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1657 |
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1609 |
|