IFP 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 | $5.26K | Buy |
+29
| New | +$5.26K | ﹤0.01% | 3342 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$441 | – | 4714 |
|
|
2024
Q4 | $441 | Buy |
+2
| New | +$441 | ﹤0.01% | 3452 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 4427 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 4508 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 4704 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 4602 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3093 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 3091 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4410 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4276 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4085 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3930 |
|
|
2020
Q2 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 3753 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2591 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2726 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2934 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 3411 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3348 |
|