Rise 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 | $13.5K | Buy |
74
+1
| +1% | +$182 | 0.01% | 810 |
|
|
2025
Q1 | $12.6K | Buy |
73
+14
| +24% | +$2.42K | 0.01% | 814 |
|
|
2024
Q4 | $12.9K | Buy |
59
+1
| +2% | +$219 | 0.01% | 897 |
|
|
2024
Q3 | $12.2K | Buy |
58
+1
| +2% | +$210 | 0.01% | 958 |
|
|
2024
Q2 | $13K | Hold |
57
| – | – | 0.01% | 899 |
|
|
2024
Q1 | $14.1K | Buy |
+57
| New | +$14.1K | 0.01% | 887 |
|