Santa Monica Partners’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.25M | Sell |
|
|||||
|
2024
Q3 | $1.27M | Hold |
|
|||||
|
2024
Q2 | $1.37M | Hold |
|
|||||
|
2024
Q1 | $1.51M | Hold |
|
|||||
|
2023
Q4 | $1.47M | Hold |
|
|||||
|
2023
Q3 | $1.23M | Hold |
|
|||||
|
2023
Q2 | $1.2M | Hold |
|
|||||
|
2023
Q1 | $1.16M | Hold |
|
|||||
|
2022
Q4 | $1.16M | Hold |
|
|||||
|
2022
Q3 | $969K | Hold |
|
|||||
|
2022
Q2 | $1.04M | Hold |
|
|||||
|
2022
Q1 | $1.46M | Hold |
|
|||||
|
2021
Q4 | $1.8M | Hold |
|
|||||
|
2021
Q3 | $1.89M | Hold |
|
|||||
|
2021
Q2 | $1.69M | Hold |
|
|||||
|
2021
Q1 | $1.43M | Hold |
|
|||||
|
2020
Q4 | $1.32M | Hold |
|
|||||
|
2020
Q3 | $842K | Hold |
|
|||||
|
2020
Q2 | $707K | Hold |
|
|||||
|
2020
Q1 | $462K | Hold |
|
|||||
|
2019
Q4 | $740K | Hold |
|
|||||
|
2019
Q3 | $672K | Hold |
|
|||||
|
2019
Q2 | $653K | Hold |
|
|||||
|
2019
Q1 | $593K | Hold |
|
|||||
|
2018
Q4 | $483K | Hold |
|
|||||
|
2018
Q3 | $691K | Hold |
|
|||||
|
2018
Q2 | $777K | Hold |
|
|||||
|
2018
Q1 | $752K | Sell |
|
|||||
|
2017
Q4 | $805K | Buy |
|