True Wealth Design’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	$5.44K	Buy	30 +25	+500%	+$4.54K	﹤0.01%	773
2025 Q1	$862	Sell	5 -4	-44%	-$690	﹤0.01%	1323
2024 Q4	$1.99K	Hold	9	–	–	﹤0.01%	737
2024 Q3	$1.89K	Buy	+9	New	+$1.89K	﹤0.01%	811