Ellevest, Inc. Virtus Investment Partners, Inc. Transaction History

Ellevest, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$168.25 - $245.0 $1,009 - $1,470	6 Added 6.82%	94 $17,000
Q4 2022 Feb 03, 2023	BUY	$147.75 - $202.23 $4,284 - $5,864	29 Added 49.15%	88 $16,000
Q3 2022 Nov 02, 2022	BUY	$159.52 - $220.97 $8,295 - $11,490	52 Added 742.86%	59 $9,000
Q3 2021 Oct 19, 2021	SELL	$250.5 - $325.36 $751 - $976	-3 Reduced 30.0%	7 $2,000
Q1 2021 May 03, 2021	BUY	$203.92 - $263.77 $611 - $791	3 Added 42.86%	10 $2,000
Q4 2020 Feb 04, 2021	SELL	$138.3 - $217.0 $414 - $651	-3 Reduced 30.0%	7 $2,000
Q3 2020 Oct 26, 2020	SELL	$113.07 - $144.95 $226 - $289	-2 Reduced 16.67%	10 $1,000
Q2 2020 Jul 06, 2020	SELL	$65.05 - $117.01 $585 - $1,053	-9 Reduced 42.86%	12 $1,000
Q1 2020 Apr 13, 2020	BUY	$57.32 - $138.79 $171 - $416	3 Added 16.67%	21 $2,000
Q4 2019 Feb 05, 2020	BUY	$88.31 - $123.64 $1,589 - $2,225	18 New	18 $2,000

236

5.5M

Ticker VRTS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 7,275,340
Market Cap $1.49B
Description
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixe...

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