WCM Investment Management’s Virtus Investment Partners VRTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
125,078
+22,900
| +22% | +$4.2M | 0.05% | 83 |
|
|
2025
Q1 | $17.7M | Sell |
102,178
-6,749
| -6% | -$1.17M | 0.05% | 89 |
|
|
2024
Q4 | $24M | Sell |
108,927
-4,965
| -4% | -$1.1M | 0.06% | 74 |
|
|
2024
Q3 | $23.7M | Buy |
113,892
+4,359
| +4% | +$906K | 0.05% | 82 |
|
|
2024
Q2 | $24.2M | Sell |
109,533
-626
| -0.6% | -$138K | 0.06% | 83 |
|
|
2024
Q1 | $27.3M | Sell |
110,159
-2,626
| -2% | -$651K | 0.06% | 73 |
|
|
2023
Q4 | $27.9M | Sell |
112,785
-135
| -0.1% | -$33.4K | 0.08% | 72 |
|
|
2023
Q3 | $22.9M | Buy |
112,920
+538
| +0.5% | +$109K | 0.07% | 68 |
|
|
2023
Q2 | $22.4M | Buy |
112,382
+19
| +0% | +$3.78K | 0.07% | 70 |
|
|
2023
Q1 | $21.4M | Sell |
112,363
-1,438
| -1% | -$274K | 0.07% | 69 |
|
|
2022
Q4 | $21.8M | Sell |
113,801
-16,099
| -12% | -$3.08M | 0.07% | 73 |
|
|
2022
Q3 | $21.1M | Buy |
129,900
+2,356
| +2% | +$382K | 0.08% | 68 |
|
|
2022
Q2 | $23M | Sell |
127,544
-1,493
| -1% | -$269K | 0.08% | 70 |
|
|
2022
Q1 | $31M | Buy |
129,037
+4,422
| +4% | +$1.06M | 0.09% | 60 |
|
|
2021
Q4 | $37M | Sell |
124,615
-527
| -0.4% | -$157K | 0.08% | 57 |
|
|
2021
Q3 | $38.8M | Buy |
125,142
+3,874
| +3% | +$1.2M | 0.09% | 48 |
|
|
2021
Q2 | $33.7M | Buy |
121,268
+7,629
| +7% | +$2.12M | 0.09% | 48 |
|
|
2021
Q1 | $26.8M | Sell |
113,639
-64,925
| -36% | -$15.3M | 0.07% | 55 |
|
|
2020
Q4 | $38.7M | Sell |
178,564
-6,274
| -3% | -$1.36M | 0.11% | 44 |
|
|
2020
Q3 | $25.6M | Buy |
184,838
+34,082
| +23% | +$4.73M | 0.09% | 48 |
|
|
2020
Q2 | $17.5M | Buy |
150,756
+9,350
| +7% | +$1.09M | 0.07% | 54 |
|
|
2020
Q1 | $10.8M | Buy |
141,406
+7,375
| +6% | +$561K | 0.06% | 53 |
|
|
2019
Q4 | $16.3M | Buy |
134,031
+21,906
| +20% | +$2.67M | 0.09% | 49 |
|
|
2019
Q3 | $12.4M | Sell |
112,125
-9,505
| -8% | -$1.05M | 0.07% | 47 |
|
|
2019
Q2 | $13.1M | Sell |
121,630
-3,568
| -3% | -$383K | 0.08% | 44 |
|
|
2019
Q1 | $12.2M | Buy |
125,198
+51,542
| +70% | +$5.03M | 0.09% | 45 |
|
|
2018
Q4 | $5.85M | Buy |
73,656
+28,597
| +63% | +$2.27M | 0.05% | 53 |
|
|
2018
Q3 | $5.13M | Buy |
45,059
+8,566
| +23% | +$974K | 0.05% | 56 |
|
|
2018
Q2 | $4.67M | Sell |
36,493
-4,913
| -12% | -$629K | 0.05% | 49 |
|
|
2018
Q1 | $5.13M | Sell |
41,406
-13,670
| -25% | -$1.69M | 0.05% | 54 |
|
|
2017
Q4 | $6.34M | Buy |
55,076
+45,817
| +495% | +$5.27M | 0.07% | 56 |
|
|
2017
Q3 | $1.08M | Buy |
9,259
+650
| +8% | +$75.5K | 0.01% | 73 |
|
|
2017
Q2 | $955K | Buy |
8,609
+240
| +3% | +$26.6K | 0.01% | 72 |
|
|
2017
Q1 | $886K | Buy |
8,369
+425
| +5% | +$45K | 0.01% | 103 |
|
|
2016
Q4 | $938K | Buy |
7,944
+3,140
| +65% | +$371K | 0.01% | 121 |
|
|
2016
Q3 | $470K | Buy |
+4,804
| New | +$470K | 0.01% | 149 |
|