Prestige Wealth Management Group’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
$1.27K Hold
7
﹤0.01% 821
2025
Q1
$1.21K Hold
7
﹤0.01% 828
2024
Q4
$1.55K Hold
7
﹤0.01% 821
2024
Q3
$1.47K Hold
7
﹤0.01% 827
2024
Q2
$1.58K Hold
7
﹤0.01% 766
2024
Q1
$1.74K Hold
7
﹤0.01% 776
2023
Q4
$1.69K Hold
7
﹤0.01% 777
2023
Q3
$1.41K Hold
7
﹤0.01% 811
2023
Q2
$1.38K Hold
7
﹤0.01% 838
2023
Q1
$1.33K Hold
7
﹤0.01% 832
2022
Q4
$1.34K Hold
7
﹤0.01% 912
2022
Q3
$1K Hold
7
﹤0.01% 936
2022
Q2
$1K Hold
7
﹤0.01% 938
2022
Q1
$2K Hold
7
﹤0.01% 822
2021
Q4
$2K Hold
7
﹤0.01% 843
2021
Q3
$2K Hold
7
﹤0.01% 833
2021
Q2
$2K Hold
7
﹤0.01% 832
2021
Q1
$2K Hold
7
﹤0.01% 830
2020
Q4
$2K Hold
7
﹤0.01% 799
2020
Q3
$1K Hold
7
﹤0.01% 849
2020
Q2
$1K Hold
7
﹤0.01% 857
2020
Q1
$1K Buy
7
+3
+75% +$429 ﹤0.01% 862
2019
Q4
$0 Hold
4
﹤0.01% 682
2019
Q3
$0 Hold
4
﹤0.01% 647
2019
Q2
$0 Buy
+4
New ﹤0.01% 512