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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → VRTS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VRTS Position History
Virtus Investment Partners, Inc.
Quarters held
5
Latest value
$942K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $656K |
| Q4 2025 | $560K |
| Q1 2026 | $376K |
| Q2 2026 | $1.4M |
| Q3 2026 | $942K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $942K | 7.2K | — | — |
| Q2 2026 | $1.4M | 8.7K | — | — |
| Q1 2026 | $376K | 3.0K | — | — |
| Q4 2025 | $560K | 3.3K | — | — |
| Q3 2025 | $656K | 3.4K | — | — |
Other funds holding VRTS
$64.3M
$64.3M
$58.9M
$49.4M
$18.5M