Back to VRTS
True Wealth Design, LLC → VRTS
True Wealth Design, LLC VRTS Position History
Virtus Investment Partners, Inc.
Quarters held
5
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q4 2025 | $11K |
| Q1 2026 | $2K |
| Q2 2026 | $7K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 107 | — | — |
| Q2 2026 | $7K | 50 | — | — |
| Q1 2026 | $2K | 17 | — | — |
| Q4 2025 | $11K | 65 | — | — |
| Q3 2025 | $10K | 53 | — | — |
Other funds holding VRTS
$64.3M
$64.3M
$58.9M
$49.4M
$18.5M