Private 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
$3.27K Hold
18
﹤0.01% 930
2025
Q1
$3.1K Hold
18
﹤0.01% 903
2024
Q4
$3.97K Hold
18
﹤0.01% 837
2024
Q3
$3.77K Hold
18
﹤0.01% 837
2024
Q2
$4.07K Hold
18
﹤0.01% 785
2024
Q1
$4.46K Hold
18
﹤0.01% 657
2023
Q4
$4.35K Buy
+18
New +$4.35K ﹤0.01% 682