Carson Wealth (CWM LLC)’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
2,133
+1,922
| +911% | +$349K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $36K | Sell |
211
-128
| -38% | -$21.8K | ﹤0.01% | 3245 |
|
|
2024
Q4 | $75K | Buy |
339
+77
| +29% | +$17K | ﹤0.01% | 2480 |
|
|
2024
Q3 | $55K | Sell |
262
-120
| -31% | -$25.2K | ﹤0.01% | 2622 |
|
|
2024
Q2 | $86K | Buy |
382
+294
| +334% | +$66.2K | ﹤0.01% | 2076 |
|
|
2024
Q1 | $22K | Buy |
88
+10
| +13% | +$2.5K | ﹤0.01% | 2846 |
|
|
2023
Q4 | $19K | Sell |
78
-15
| -16% | -$3.65K | ﹤0.01% | 2817 |
|
|
2023
Q3 | $19K | Hold |
93
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q2 | $18K | Sell |
93
-43
| -32% | -$8.32K | ﹤0.01% | 2724 |
|
|
2023
Q1 | $26K | Buy |
136
+20
| +17% | +$3.82K | ﹤0.01% | 2330 |
|
|
2022
Q4 | $22K | Sell |
116
-88
| -43% | -$16.7K | ﹤0.01% | 2306 |
|
|
2022
Q3 | $33K | Sell |
204
-35
| -15% | -$5.66K | ﹤0.01% | 1895 |
|
|
2022
Q2 | $41K | Buy |
239
+145
| +154% | +$24.9K | ﹤0.01% | 1714 |
|
|
2022
Q1 | $23K | Buy |
94
+63
| +203% | +$15.4K | ﹤0.01% | 1999 |
|
|
2021
Q4 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 2436 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3266 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2001 |
|