Virtus Investment Partners shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Virtus Investment Partners
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Quarterly reported holdings in Virtus Investment Partners by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $37k | 255 | 143.52 |
| 2026-03-31 | $490k | 7.4k | 65.94 |
| 2025-12-31 | $23k | 139 | 163.00 |
| 2025-09-30 | $30k | 155 | 190.00 |
| 2025-06-30 | $19k | 103 | 181.43 |
| 2025-03-31 | $2.9k | 17 | 172.25 |
| 2024-12-31 | $5.3k | 24 | 220.63 |
| 2024-09-30 | $4.0k | 19 | 209.33 |
| 2024-06-30 | $4.7k | 21 | 226.00 |
| 2024-03-31 | $3.1k | 13 | 241.77 |
| 2023-12-31 | $3.1k | 13 | 241.77 |
| 2023-09-30 | $2.6k | 13 | 202.00 |
| 2023-06-30 | $2.6k | 13 | 197.46 |
| 2023-03-31 | $2.5k | 13 | 190.38 |
| 2022-12-31 | $2.5k | 13 | 191.46 |
| 2022-09-30 | $2.0k | 13 | 153.85 |
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