EverSource Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Buy |
103
+86
| +506% | +$15.6K | ﹤0.01% | 2342 |
|
|
2025
Q1 | $2.93K | Sell |
17
-7
| -29% | -$1.21K | ﹤0.01% | 2738 |
|
|
2024
Q4 | $5.29K | Buy |
24
+5
| +26% | +$1.1K | ﹤0.01% | 2318 |
|
|
2024
Q3 | $3.98K | Sell |
19
-2
| -10% | -$419 | ﹤0.01% | 2317 |
|
|
2024
Q2 | $4.75K | Buy |
21
+8
| +62% | +$1.81K | ﹤0.01% | 2238 |
|
|
2024
Q1 | $2.85K | Hold |
13
| – | – | ﹤0.01% | 2267 |
|
|
2023
Q4 | $3.14K | Hold |
13
| – | – | ﹤0.01% | 2037 |
|
|
2023
Q3 | $2.63K | Hold |
13
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q2 | $2.57K | Hold |
13
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q1 | $2.48K | Hold |
13
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q4 | $2.49K | Hold |
13
| – | – | ﹤0.01% | 1847 |
|
|
2022
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1742 |
|