Fortis Group Advisors’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 | $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% | -$349 | ﹤0.01% | 459 |
|
2024
Q2 | $1.13K | Hold |
5
| – | – | ﹤0.01% | 440 |
|
2024
Q1 | $1.24K | Sell |
5
-6
| -55% | -$1.49K | ﹤0.01% | 453 |
|
2023
Q4 | $2.42K | Buy |
11
+5
| +83% | +$1.1K | ﹤0.01% | 392 |
|
2023
Q3 | $1.01K | Buy |
+6
| New | +$1.01K | ﹤0.01% | 391 |
|
2020
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 479 |
|