Dakota Wealth Management’s Virtus Total Return Fund ZTR Stock Holding History

Dakota Wealth Management’s Portfolio ZTR Stock Details ZTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$177K	Hold
2025 Q1	$169K	Sell
2024 Q4	$178K	Hold
2024 Q3	$189K	Hold
2024 Q2	$166K	Sell
2024 Q1	$239K	Buy
2023 Q4	$216K	Buy