Arkadios Wealth Advisors’s Viatris VTRS Stock Holding History

Arkadios Wealth Advisors’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Buy	27,109 +807	+3%	+$11.3K	0.01%	1257
2025 Q4	$327K	Buy	26,302 +11,750	+81%	+$127K	0.01%	1206
2025 Q3	$144K	Buy	14,552 +592	+4%	+$5.76K	﹤0.01%	1387
2025 Q2	$125K	Sell	13,960 -2,079	-13%	-$17.6K	﹤0.01%	1244
2025 Q1	$140K	Buy	16,039 +2,062	+15%	+$21.6K	0.01%	1063
2024 Q4	$174K	Sell	13,977 -52	-0.4%	-$639	0.01%	866
2024 Q3	$163K	Sell	14,029 -68,571	-83%	-$791K	0.01%	859
2024 Q2	$878K	Buy	82,600 +142	+0.2%	+$1.57K	0.06%	309
2024 Q1	$985K	Sell	82,458 -4,520	-5%	-$54.4K	0.08%	238
2023 Q4	$942K	Buy	86,978 +20,404	+31%	+$195K	0.08%	234
2023 Q3	$656K	Buy	66,574 +1,293	+2%	+$13.5K	0.06%	278
2023 Q2	$652K	Sell	65,281 -1,020	-2%	-$9.74K	0.08%	252
2023 Q1	$638K	Buy	+66,301	New	+$735K	0.08%	256
2021 Q4	–	Sell	-3,299	Closed	-$44K	–	1763
2021 Q3	$44K	Sell	3,299 -779	-19%	-$11.1K	0.01%	927
2021 Q2	$58K	Buy	4,078 +1,935	+90%	+$28K	0.01%	878
2021 Q1	$29K	Buy	2,143 +837	+64%	+$13.6K	﹤0.01%	860
2020 Q4	$24K	Buy	+1,306	New	+$21.3K	0.01%	707

Other funds holding VTRS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return