Waverly Advisors’s Virtus Investment Partners VRTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,871	Closed	-$217K	–	411
2017 Q3	$217K	Sell	1,871 -1,807	-49%	-$210K	0.05%	215
2017 Q2	$408K	Sell	3,678 -1,157	-24%	-$128K	0.1%	148
2017 Q1	$512K	Buy	+4,835	New	+$512K	0.13%	128