MWM
VRTS icon

MinichMacGregor Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$765 – 637
2022
Q4 		$765 Buy
+4
New +$715 ﹤0.01% 649
2018
Q4 		– Sell
-8
Closed – – 512
2018
Q3 		$0 Hold
8
– – ﹤0.01% 591
2018
Q2 		$1K Hold
8
– – ﹤0.01% 509
2018
Q1 		$0 Hold
8
– – ﹤0.01% 559
2017
Q4 		$0 Hold
8
– – ﹤0.01% 532
2017
Q3 		$0 Hold
8
– – ﹤0.01% 524
2017
Q2 		$0 Hold
8
– – ﹤0.01% 523
2017
Q1 		$0 Hold
8
– – ﹤0.01% 511
2016
Q4 		$0 Hold
8
– – ﹤0.01% 508
2016
Q3 		$0 Hold
8
– – ﹤0.01% 489
2016
Q2 		$0 Sell
8
-5
-38% -$379 ﹤0.01% 471
2016
Q1 		$1K Hold
13
– – ﹤0.01% 411
2015
Q4 		$1K Buy
+13
New +$1.56K ﹤0.01% 362

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return