Northwest Financial 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
2024 Q4	–	Sell	-11	Closed	-$2.3K	–	534
2024 Q3	$2.3K	Buy	+11	New	+$2.3K	﹤0.01%	491
2024 Q1	–	Sell	-11	Closed	-$2.66K	–	524
2023 Q4	$2.66K	Buy	+11	New	+$2.66K	﹤0.01%	476