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Creative Planning VRTS Position History
Virtus Investment Partners, Inc.
Quarters held
8
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q3 2025 | $1.9M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2.3M |
| Q2 2026 | $48K |
| Q2 2026 | $3.8M |
| Q3 2026 | $122K |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 35.9K | — | — |
| Q3 2026 | $122K | 922 | — | — |
| Q2 2026 | $3.8M | 26.3K | — | — |
| Q2 2026 | $48K | 336 | — | — |
| Q1 2026 | $2.3M | 16.9K | — | — |
| Q4 2025 | $1.6M | 9.7K | — | — |
| Q3 2025 | $1.9M | 10.0K | — | — |
| Q3 2025 | $18K | 96 | — | — |
Other funds holding VRTS
$64.3M
$64.3M
$58.9M
$49.4M
$18.5M