Edgestream Partners’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	–	Sell	-6,103	Closed	-$1.05M	–	1079
2025 Q1	$1.05M	Buy	+6,103	New	+$1.05M	0.04%	598
2024 Q4	–	Sell	-5,428	Closed	-$1.14M	–	1107
2024 Q3	$1.14M	Buy	+5,428	New	+$1.14M	0.05%	542