Lindbrook Capital’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
$5K Sell
29
-7
-19% -$1.21K ﹤0.01% 1949
2024
Q4
$7.94K Buy
36
+14
+64% +$3.09K ﹤0.01% 1777
2024
Q3
$4.61K Sell
22
-14
-39% -$2.93K ﹤0.01% 2043
2024
Q2
$8.13K Buy
36
+15
+71% +$3.39K ﹤0.01% 1746
2024
Q1
$5.21K Buy
21
+2
+11% +$496 ﹤0.01% 1878
2023
Q4
$4.59K Buy
19
+9
+90% +$2.18K ﹤0.01% 1928
2023
Q3
$2.02K Sell
10
-3
-23% -$606 ﹤0.01% 2125
2023
Q2
$2.57K Hold
13
﹤0.01% 2052
2023
Q1
$2.48K Sell
13
-4
-24% -$762 ﹤0.01% 2158
2022
Q4
$3.25K Sell
17
-7
-29% -$1.34K ﹤0.01% 2016
2022
Q3
$4K Sell
24
-4
-14% -$667 ﹤0.01% 1805
2022
Q2
$5K Buy
+28
New +$5K ﹤0.01% 1580