Zacks Investment Management’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
Q1 | – | Sell |
-14,165
| Closed | -$3.12M | – | 768 |
|
|
2024
Q4 | $3.12M | Buy |
+14,165
| New | +$3.12M | 0.03% | 280 |
|
|
2022
Q1 | – | Sell |
-1,568
| Closed | -$466K | – | 671 |
|
|
2021
Q4 | $466K | Sell |
1,568
-9,905
| -86% | -$2.94M | 0.01% | 479 |
|
|
2021
Q3 | $3.56M | Sell |
11,473
-333
| -3% | -$103K | 0.06% | 217 |
|
|
2021
Q2 | $3.28M | Sell |
11,806
-716
| -6% | -$199K | 0.05% | 227 |
|
|
2021
Q1 | $2.95M | Sell |
12,522
-7
| -0.1% | -$1.65K | 0.05% | 222 |
|
|
2020
Q4 | $2.72M | Buy |
12,529
+174
| +1% | +$37.8K | 0.05% | 207 |
|
|
2020
Q3 | $1.71M | Buy |
12,355
+2,846
| +30% | +$395K | 0.03% | 244 |
|
|
2020
Q2 | $1.11M | Sell |
9,509
-898
| -9% | -$104K | 0.02% | 284 |
|
|
2020
Q1 | $792K | Buy |
+10,407
| New | +$792K | 0.02% | 334 |
|
|
2013
Q3 | – | Sell |
-2,168
| Closed | -$382K | – | 684 |
|
|
2013
Q2 | $382K | Buy |
+2,168
| New | +$382K | 0.02% | 407 |
|