Stonebridge Financial 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	–	Sell	-23	Closed	-$3.96K	–	923
2025 Q1	$3.96K	Buy	23 +7	+44%	+$1.21K	﹤0.01%	731
2024 Q4	$3.53K	Buy	+16	New	+$3.53K	﹤0.01%	720