Chase Investment Counsel’s Virtus Investment Partners VRTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,800	Closed	-$1.08M	–	141
2024 Q2	$1.08M	Hold	4,800	–	–	0.38%	63
2024 Q1	$1.19M	Hold	4,800	–	–	0.44%	62
2023 Q4	$1.16M	Buy	4,800 +1,200	+33%	+$290K	0.51%	51
2023 Q3	$727K	Buy	+3,600	New	+$727K	0.36%	68