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Retirement Wealth Solutions LLC → VRTS

Retirement Wealth Solutions LLC VRTS Position History

Virtus Investment Partners, Inc.

Quarters held
4
Latest value
$1K
Q3 2026
Peak value
$1K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$381
Q1 2026$538
Q2 2026$574
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K8——
Q2 2026$5744——
Q1 2026$5384——
Q3 2025$3812——

Other funds holding VRTS

Other Retirement Wealth Solutions LLC positions

VGES

VANGUARD INDEX FDS

$27.7M
VGES

VANGUARD INDEX FDS

$27.4M
VGES

VANGUARD INDEX FDS

$25.9M
VGES

VANGUARD INDEX FDS

$25.3M
VGES

VANGUARD INDEX FDS

$24.7M
ETHA

ISHARES TR

$23.7M
ETHA

ISHARES TR

$22.7M
ETHA

ISHARES TR

$15.7M