Everence Capital Management’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
Q1 | – | Sell |
-920
| Closed | -$203K | – | 851 |
|
|
2024
Q4 | $203K | Buy |
+920
| New | +$203K | 0.01% | 781 |
|
|
2024
Q3 | – | Sell |
-920
| Closed | -$202 | – | 814 |
|
|
2024
Q2 | $202 | Hold |
920
| – | – | 0.01% | 680 |
|
|
2024
Q1 | $228 | Hold |
920
| – | – | 0.02% | 673 |
|
|
2023
Q4 | $222K | Buy |
+920
| New | +$222K | 0.02% | 671 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$221K | – | 770 |
|
|
2022
Q1 | $221K | Hold |
920
| – | – | 0.02% | 659 |
|
|
2021
Q4 | $273K | Hold |
920
| – | – | 0.02% | 621 |
|
|
2021
Q3 | $285K | Hold |
920
| – | – | 0.02% | 582 |
|
|
2021
Q2 | $256K | Hold |
920
| – | – | 0.02% | 612 |
|
|
2021
Q1 | $217K | Buy |
+920
| New | +$217K | 0.02% | 665 |
|