Mount Yale Investment Advisors’s Virtus Investment Partners VRTS Stock Holding History

Mount Yale Investment Advisors’s Portfolio VRTS Stock Details VRTS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.05M	Sell
2025 Q3	$1.31M	Buy
2018 Q4	–	Sell
2018 Q3	$62K	Buy
2018 Q2	$73K	Sell
2018 Q1	$72K	Buy