Steward Partners Investment Advisory’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 | $27.2K | Sell |
150
-24
| -14% | -$4.35K | ﹤0.01% | 2776 |
|
|
2025
Q1 | $30K | Hold |
174
| – | – | ﹤0.01% | 2628 |
|
|
2024
Q4 | $38.4K | Hold |
174
| – | – | ﹤0.01% | 2477 |
|
|
2024
Q3 | $36.4K | Buy |
174
+50
| +40% | +$10.5K | ﹤0.01% | 2396 |
|
|
2024
Q2 | $28K | Hold |
124
| – | – | ﹤0.01% | 2376 |
|
|
2024
Q1 | $30.8K | Buy |
124
+24
| +24% | +$5.95K | ﹤0.01% | 2329 |
|
|
2023
Q4 | $24.2K | Hold |
100
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q3 | $20.2K | Hold |
100
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q2 | $19.7K | Hold |
100
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 2264 |
|
|
2022
Q4 | $19.1K | Hold |
100
| – | – | ﹤0.01% | 2250 |
|
|
2022
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 2305 |
|
|
2022
Q1 | $24K | Sell |
100
-158
| -61% | -$37.9K | ﹤0.01% | 2285 |
|
|
2021
Q4 | $77K | Hold |
258
| – | – | ﹤0.01% | 1710 |
|
|
2021
Q3 | $80K | Hold |
258
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q2 | $72K | Buy |
258
+153
| +146% | +$42.7K | ﹤0.01% | 2698 |
|
|
2021
Q1 | $24.7K | Buy |
105
+5
| +5% | +$1.18K | ﹤0.01% | 2370 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 2024 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$2K | – | 2859 |
|
|
2020
Q2 | $2K | Sell |
18
-317
| -95% | -$35.2K | ﹤0.01% | 2502 |
|
|
2020
Q1 | $25K | Buy |
335
+317
| +1,761% | +$23.7K | ﹤0.01% | 1531 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 2459 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2560 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 2131 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 2415 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 2263 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 2051 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1730 |
|
|
2017
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1528 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1557 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1447 |
|
|
2016
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 773 |
|