Medallion Wealth Advisors, LLC
- SEC CIK
- 0002131139
- Latest filing
- Aug 14, 2026
VRTS holding history
Virtus Investment Partners, Inc. in every 13F filed by Medallion Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VRTS overviewAll 13F holders of VRTSFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −15−100.0% | Sold out | Holders |
| Q1 2026 | 15 | $2.02K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 15 | $2.45K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 15 | $2.85K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 15 | $2.72K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 15 | $2.58K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 15 | $2.58K | <0.1% | – | No prior filing | Holders |