Virtus KAR Small-Mid Cap Value Fund BR Holdings History
Virtus KAR Small-Mid Cap Value Fund's Broadridge Financial Solutions Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 1,000.00 shares of Broadridge Financial Solutions Inc(BR), totaling $242,460.00. This investment constitutes 4.29% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Broadridge Financial Solutions Inc(BR) stock.
The initial trade took place in 2021Q3. And since then Virtus KAR Small-Mid Cap Value Fund has made 6 purchases of BR, at an average price of $159.56, for a total of 1,431.00 shares. In addition, there have been 4 sales at an average price of $223.74 for 431.00 shares. Based on historical transaction data and BR's current price of $238.76, Virtus KAR Small-Mid Cap Value Fund's estimated gain on his BR holdings is $106,863.48, reflecting a 46.80% gain to date.
Virtus KAR Small-Mid Cap Value Fund BR ($238.76) Holding Chart
Virtus KAR Small-Mid Cap Value Fund BR ($238.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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