Meritage Portfolio Management’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 | $3.59M | Sell |
19,789
-752
| -4% | -$136K | 0.23% | 123 |
|
|
2025
Q1 | $3.54M | Sell |
20,541
-432
| -2% | -$74.5K | 0.23% | 123 |
|
|
2024
Q4 | $4.63M | Sell |
20,973
-1,348
| -6% | -$297K | 0.29% | 97 |
|
|
2024
Q3 | $4.68M | Buy |
22,321
+5,919
| +36% | +$1.24M | 0.29% | 113 |
|
|
2024
Q2 | $3.7M | Sell |
16,402
-312
| -2% | -$70.5K | 0.23% | 128 |
|
|
2024
Q1 | $4.15M | Buy |
+16,714
| New | +$4.15M | 0.26% | 118 |
|