Shell Asset Management’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
623
-182
| -23% | -$33K | ﹤0.01% | 973 |
|
|
2025
Q1 | $139K | Sell |
805
-34
| -4% | -$5.87K | 0.01% | 924 |
|
|
2024
Q4 | $185K | Hold |
839
| – | – | 0.01% | 869 |
|
|
2024
Q3 | $176K | Buy |
+839
| New | +$176K | 0.01% | 884 |
|
|
2024
Q1 | $201K | Sell |
888
-70
| -7% | -$15.8K | 0.01% | 814 |
|
|
2023
Q4 | $232K | Sell |
958
-301
| -24% | -$72.9K | 0.01% | 798 |
|
|
2023
Q3 | $254K | Sell |
1,259
-20
| -2% | -$4.04K | 0.01% | 817 |
|
|
2023
Q2 | $253K | Sell |
1,279
-27
| -2% | -$5.34K | 0.01% | 838 |
|
|
2023
Q1 | $249K | Buy |
+1,306
| New | +$249K | 0.01% | 858 |
|