Heritage Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Heritage Wealth 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
2021 Q2	–	Sell	-23	Closed	-$5.42K	–	590
2021 Q1	$5.42K	Hold	23	–	–	﹤0.01%	491
2020 Q4	$5K	Hold	23	–	–	﹤0.01%	492
2020 Q3	$3.19K	Hold	23	–	–	﹤0.01%	439
2020 Q2	$2.67K	Hold	23	–	–	﹤0.01%	422
2020 Q1	$1.75K	Hold	23	–	–	﹤0.01%	425
2019 Q4	$2.8K	Hold	23	–	–	﹤0.01%	506
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	424
2019 Q2	$2.47K	Hold	23	–	–	﹤0.01%	430
2019 Q1	$2.24K	Hold	23	–	–	﹤0.01%	408
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	380
2018 Q3	$2K	Buy	+23	New	+$2.92K	﹤0.01%	362

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Advisors's VRTS Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2021, closing a stake of 23 shares — an estimated $5.42K sold.

Heritage Wealth Advisors first reported a position in VRTS in Q3 2018 and held it in 11 quarters. The position peaked at $5.42K in Q1 2021. 194 funds tracked by Wall St. Rank hold VRTS as of Q2 2021.

Heritage Wealth Advisors reported no remaining Virtus Investment Partners position as of Q2 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 23 Virtus Investment Partners shares in Q2 2021, an estimated $5.42K.
Heritage Wealth Advisors first reported a position in Virtus Investment Partners in Q3 2018 and held it in 11 quarters.
Heritage Wealth Advisors's Virtus Investment Partners position peaked at $5.42K in Q1 2021.
194 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.