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Fortis Group Advisors’s Virtus Investment Partners VRTS Stock Holding History

Fortis Group Advisors’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336 Hold
3
– – ﹤0.01% 554
2025
Q4 		$408 Hold
3
– – ﹤0.01% 544
2025
Q3 		$475 Hold
3
– – ﹤0.01% 492
2025
Q2 		$454 Hold
3
– – ﹤0.01% 486
2025
Q1 		$431 Hold
3
– – ﹤0.01% 459
2024
Q4 		$551 Hold
3
– – ﹤0.01% 467
2024
Q3 		$524 Sell
3
-2
-40% -$428 ﹤0.01% 459
2024
Q2 		$1.13K Hold
5
– – ﹤0.01% 440
2024
Q1 		$1.24K Sell
5
-6
-55% -$1.42K ﹤0.01% 453
2023
Q4 		$2.42K Buy
11
+5
+83% +$998 ﹤0.01% 392
2023
Q3 		$1.01K Buy
+6
New +$1.22K ﹤0.01% 391
2020
Q3 		$0 Buy
+5
New +$677 ﹤0.01% 479

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return