Integrated Wealth Concepts’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 | $387K | Buy |
2,131
+683
| +47% | +$124K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $250K | Buy |
1,448
+3
| +0.2% | +$517 | ﹤0.01% | 1510 |
|
|
2024
Q4 | $319K | Buy |
1,445
+3
| +0.2% | +$662 | ﹤0.01% | 1332 |
|
|
2024
Q3 | $302K | Sell |
1,442
-196
| -12% | -$41.1K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $370K | Hold |
1,638
| – | – | 0.01% | 1193 |
|
|
2024
Q1 | $406K | Buy |
1,638
+8
| +0.5% | +$1.98K | 0.01% | 1146 |
|
|
2023
Q4 | $394K | Hold |
1,630
| – | – | 0.01% | 1108 |
|
|
2023
Q3 | $330K | Hold |
1,630
| – | – | 0.01% | 1178 |
|
|
2023
Q2 | $322K | Buy |
+1,630
| New | +$322K | 0.01% | 1194 |
|