Mackenzie Financial’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 | $526K | Sell |
2,901
-1,340
| -32% | -$243K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $731K | Buy |
4,241
+730
| +21% | +$126K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $774K | Buy |
3,511
+2,233
| +175% | +$493K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $268K | Hold |
1,278
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q2 | $289K | Buy |
+1,278
| New | +$289K | ﹤0.01% | 1178 |
|
|
2023
Q2 | – | Sell |
-1,093
| Closed | -$208K | – | 1645 |
|
|
2023
Q1 | $208K | Sell |
1,093
-348
| -24% | -$66.3K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $276K | Buy |
+1,441
| New | +$276K | ﹤0.01% | 1118 |
|