Back to VRTS
Pinnacle Wealth Planning Services, Inc. → VRTS
Pinnacle Wealth Planning Services, Inc. VRTS Position History
Virtus Investment Partners, Inc.
Quarters held
4
Latest value
$51K
Q3 2026
Peak value
$89K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $89K |
| Q1 2026 | $48K |
| Q2 2026 | $51K |
| Q3 2026 | $51K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51K | 383 | — | — |
| Q2 2026 | $51K | 358 | — | — |
| Q1 2026 | $48K | 356 | — | — |
| Q4 2025 | $89K | 544 | — | — |
Other funds holding VRTS
$64.3M
$64.3M
$58.9M
$49.4M
$18.5M