JNBA Financial 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 | $907 | Hold |
5
| – | – | ﹤0.01% | 625 |
|
2025
Q1 | $862 | Hold |
5
| – | – | ﹤0.01% | 621 |
|
2024
Q4 | $1.1K | Hold |
5
| – | – | ﹤0.01% | 615 |
|
2024
Q3 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 627 |
|
2024
Q2 | $1.13K | Hold |
5
| – | – | ﹤0.01% | 603 |
|
2024
Q1 | $1.24K | Hold |
5
| – | – | ﹤0.01% | 624 |
|
2023
Q4 | $1.21K | Hold |
5
| – | – | ﹤0.01% | 637 |
|
2023
Q3 | $1.01K | Hold |
5
| – | – | ﹤0.01% | 668 |
|
2023
Q2 | $988 | Hold |
5
| – | – | ﹤0.01% | 657 |
|
2023
Q1 | $952 | Hold |
5
| – | – | ﹤0.01% | 668 |
|
2022
Q4 | $957 | Hold |
5
| – | – | ﹤0.01% | 614 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 667 |
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 701 |
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 695 |
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 810 |
|
2021
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 687 |
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 672 |
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 639 |
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 598 |
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 566 |
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 554 |
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 611 |
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 591 |
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 574 |
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 655 |
|