Mackenzie Financial’s Virtus Investment Partners VRTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
2025
Q1
$731K Buy
2024
Q4
$774K Buy
2024
Q3
$268K Hold
2024
Q2
$289K Buy
2023
Q2
Sell
2023
Q1
$208K Sell
2022
Q4
$276K Buy