LGT 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
Q1 | – | Sell |
-41
| Closed | -$9.04K | – | 716 |
|
|
2024
Q4 | $9.04K | Hold |
41
| – | – | 0.02% | 451 |
|
|
2024
Q3 | $8.59K | Hold |
41
| – | – | 0.02% | 447 |
|
|
2024
Q2 | $9.26K | Hold |
41
| – | – | 0.02% | 486 |
|
|
2024
Q1 | $10.2K | Hold |
41
| – | – | 0.01% | 492 |
|
|
2023
Q4 | $9.91K | Hold |
41
| – | – | 0.01% | 488 |
|
|
2023
Q3 | $8.28K | Buy |
+41
| New | +$8.28K | 0.01% | 515 |
|