Toth Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,695
| Closed | -$1.69M | – | 808 |
|
|
2021
Q4 | $1.69M | Buy |
5,695
+8
| +0.1% | +$2.38K | 0.23% | 95 |
|
|
2021
Q3 | $1.77M | Buy |
5,687
+42
| +0.7% | +$13K | 0.27% | 93 |
|
|
2021
Q2 | $1.57M | Buy |
5,645
+100
| +2% | +$27.8K | 0.24% | 95 |
|
|
2021
Q1 | $1.31M | Hold |
5,545
| – | – | 0.21% | 94 |
|
|
2020
Q4 | $1.2M | Buy |
5,545
+1,400
| +34% | +$304K | 0.21% | 94 |
|
|
2020
Q3 | $575K | Buy |
+4,145
| New | +$575K | 0.11% | 126 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$11K | – | 466 |
|
|
2018
Q2 | $11K | Buy |
+85
| New | +$11K | ﹤0.01% | 300 |
|