Strategic Wealth Partners’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
$2.36K Buy
+13
New +$2.36K ﹤0.01% 992
2019
Q4
Sell
-2
Closed 502
2019
Q3
$0 Hold
2
﹤0.01% 775
2019
Q2
$0 Hold
2
﹤0.01% 828
2019
Q1
$0 Hold
2
﹤0.01% 819
2018
Q4
$0 Hold
2
﹤0.01% 716
2018
Q3
$0 Hold
2
﹤0.01% 703
2018
Q2
$0 Hold
2
﹤0.01% 838
2018
Q1
$0 Hold
2
﹤0.01% 828
2017
Q4
$1K Buy
+2
New +$1K ﹤0.01% 730