Nisa Investment Advisors’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 | $65.1K | Buy |
359
+249
| +226% | +$45.2K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $19K | Hold |
110
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q4 | $24.3K | Sell |
110
-600
| -85% | -$132K | ﹤0.01% | 1881 |
|
|
2024
Q3 | $149K | Sell |
710
-3,800
| -84% | -$796K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $1.02M | Sell |
4,510
-14,300
| -76% | -$3.23M | 0.01% | 870 |
|
|
2024
Q1 | $4.66M | Buy |
18,810
+18,800
| +188,000% | +$4.66M | 0.03% | 459 |
|
|
2023
Q4 | $2.42K | Hold |
10
| – | – | ﹤0.01% | 2171 |
|
|
2023
Q3 | $2.02K | Hold |
10
| – | – | ﹤0.01% | 2341 |
|
|
2023
Q2 | $1.98K | Hold |
10
| – | – | ﹤0.01% | 2369 |
|
|
2023
Q1 | $2K | Sell |
10
-245
| -96% | -$49K | ﹤0.01% | 2334 |
|
|
2022
Q4 | $49K | Hold |
255
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q3 | $44K | Buy |
255
+5
| +2% | +$863 | ﹤0.01% | 1788 |
|
|
2022
Q2 | $43K | Hold |
250
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q1 | $60K | Sell |
250
-100
| -29% | -$24K | ﹤0.01% | 1785 |
|
|
2021
Q4 | $92K | Buy |
+350
| New | +$92K | ﹤0.01% | 1544 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$35K | – | 2359 |
|
|
2020
Q3 | $35K | Buy |
+250
| New | +$35K | ﹤0.01% | 1945 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$152K | – | 2109 |
|
|
2020
Q1 | $152K | Buy |
+2,000
| New | +$152K | ﹤0.01% | 1263 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$12K | – | 1895 |
|
|
2017
Q4 | $12K | Sell |
100
-50
| -33% | -$6K | ﹤0.01% | 1703 |
|
|
2017
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 1578 |
|
|
2017
Q2 | $17K | Buy |
150
+100
| +200% | +$11.3K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 1809 |
|
|
2016
Q4 | $12K | Sell |
100
-900
| -90% | -$108K | ﹤0.01% | 1775 |
|
|
2016
Q3 | $98K | Hold |
1,000
| – | – | ﹤0.01% | 1335 |
|
|
2016
Q2 | $71K | Buy |
1,000
+400
| +67% | +$28.4K | ﹤0.01% | 1357 |
|
|
2016
Q1 | $47K | Buy |
+600
| New | +$47K | ﹤0.01% | 1402 |
|