Northwestern Mutual Wealth Management’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 | $6.89K | Buy |
38
+8
| +27% | +$1.45K | ﹤0.01% | 2917 |
|
2025
Q1 | $5.17K | Sell |
30
-44
| -59% | -$7.58K | ﹤0.01% | 2946 |
|
2024
Q4 | $16.3K | Buy |
74
+20
| +37% | +$4.41K | ﹤0.01% | 2582 |
|
2024
Q3 | $11.3K | Buy |
54
+24
| +80% | +$5.03K | ﹤0.01% | 2645 |
|
2024
Q2 | $6.78K | Sell |
30
-10
| -25% | -$2.26K | ﹤0.01% | 2778 |
|
2024
Q1 | $9.92K | Hold |
40
| – | – | ﹤0.01% | 2642 |
|
2023
Q4 | $9.67K | Buy |
40
+10
| +33% | +$2.42K | ﹤0.01% | 2649 |
|
2023
Q3 | $6.06K | Hold |
30
| – | – | ﹤0.01% | 2700 |
|
2023
Q2 | $5.92K | Hold |
30
| – | – | ﹤0.01% | 2731 |
|
2023
Q1 | $5.71K | Hold |
30
| – | – | ﹤0.01% | 2708 |
|
2022
Q4 | $5.74K | Hold |
30
| – | – | ﹤0.01% | 2684 |
|
2022
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 2708 |
|
2022
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 2729 |
|
2020
Q4 | – | Sell |
-49
| Closed | -$7K | – | 2897 |
|
2020
Q3 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 2095 |
|
2018
Q3 | – | Sell |
-13
| Closed | -$2K | – | 2647 |
|
2018
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 2200 |
|