Charles Schwab’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2M | Buy |
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|
2025
Q1 | $51.7M | Buy |
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|
2024
Q4 | $61.1M | Buy |
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|
2024
Q3 | $53.5M | Buy |
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|
2024
Q2 | $54M | Buy |
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|
2024
Q1 | $55.7M | Buy |
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|
2023
Q4 | $23.2M | Buy |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $16.3M | Buy |
|
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $12.8M | Buy |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $18.2M | Buy |
|
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|
2021
Q4 | $21.9M | Sell |
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|
2021
Q3 | $22.9M | Buy |
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|
2021
Q2 | $19.8M | Buy |
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|
2021
Q1 | $16.7M | Sell |
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|
2020
Q4 | $15.4M | Sell |
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|
2020
Q3 | $10.6M | Sell |
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|
2020
Q2 | $9.35M | Buy |
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|
2020
Q1 | $3.77M | Buy |
|
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|
2019
Q4 | $4.8M | Sell |
|
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|
2019
Q3 | $4.45M | Sell |
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|
2019
Q2 | $4.34M | Buy |
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|
2019
Q1 | $3.87M | Sell |
|
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|
2018
Q4 | $4.62M | Buy |
|
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|
2018
Q3 | $5.77M | Buy |
|
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|
2018
Q2 | $5.37M | Buy |
|
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|
2018
Q1 | $4.12M | Buy |
|
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|
2017
Q4 | $3.52M | Buy |
|
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|
2017
Q3 | $3.46M | Sell |
|
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|
2017
Q2 | $3.62M | Buy |
|
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|
2017
Q1 | $3.17M | Buy |
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|
2016
Q4 | $2.11M | Sell |
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|
2016
Q3 | $1.99M | Sell |
|
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|
2016
Q2 | $1.57M | Buy |
|
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|
2016
Q1 | $1.7M | Buy |
|
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|
2015
Q4 | $2.51M | Sell |
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|
2015
Q3 | $2.19M | Buy |
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|
2015
Q2 | $2.7M | Buy |
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|
2015
Q1 | $2.6M | Buy |
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|
2014
Q4 | $3.25M | Buy |
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|
2014
Q3 | $3.23M | Buy |
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|
2014
Q2 | $3.87M | Buy |
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|
2014
Q1 | $3.1M | Buy |
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|
2013
Q4 | $3.41M | Buy |
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|
2013
Q3 | $2.73M | Buy |
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|
2013
Q2 | $2.43M | Buy |
|