Summit Global Investments’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 | $795K | Buy |
+4,382
| New | +$795K | 0.05% | 237 |
|
|
2024
Q4 | – | Sell |
-5,526
| Closed | -$1.16M | – | 649 |
|
|
2024
Q3 | $1.16M | Sell |
5,526
-567
| -9% | -$119K | 0.07% | 223 |
|
|
2024
Q2 | $1.38M | Buy |
6,093
+943
| +18% | +$213K | 0.09% | 173 |
|
|
2024
Q1 | $1.28M | Sell |
5,150
-1,113
| -18% | -$276K | 0.1% | 175 |
|
|
2023
Q4 | $1.51M | Buy |
6,263
+2,496
| +66% | +$603K | 0.1% | 159 |
|
|
2023
Q3 | $761K | Buy |
+3,767
| New | +$761K | 0.05% | 269 |
|