Truist Financial’s Virtus Investment Partners VRTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$209K Sell
2024
Q4
$269K Buy
2024
Q3
$252K Buy
2024
Q2
$269K Buy
2024
Q1
$286K Buy
2023
Q4
$279K Buy
2023
Q3
$229K Buy
2023
Q2
$222K Buy
2023
Q1
$209K Sell
2022
Q4
$2.99M Sell
2022
Q3
$2.55M Buy
2022
Q2
$2.27M Sell
2022
Q1
$3.9M Buy
2021
Q4
$475K Buy