MinichMacGregor Wealth Management’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$765 | – | 637 |
|
|
2022
Q4 | $765 | Buy |
+4
| New | +$765 | ﹤0.01% | 649 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | – | – | 514 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 594 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 509 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 560 |
|
|
2017
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 533 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 535 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 531 |
|
|
2017
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 513 |
|
|
2016
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 490 |
|
|
2016
Q2 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 473 |
|
|
2016
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 411 |
|
|
2015
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 362 |
|