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VTRS icon

Bogart Wealth LLC’s Viatris VTRS Stock Holding History

Bogart Wealth LLC’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 		$4.42K Buy
327
+164
+101% +$2.29K ﹤0.01% 1094
2025
Q4 		$2.03K Buy
163
+51
+46% +$550 ﹤0.01% 1181
2025
Q3 		$1.11K Buy
112
+53
+90% +$516 ﹤0.01% 1263
2025
Q2 		$527 Sell
59
-17
-22% -$144 ﹤0.01% 1334
2025
Q1 		$660 Sell
76
-191
-72% -$2K ﹤0.01% 1229
2024
Q4 		$3.33K Buy
267
+37
+16% +$455 ﹤0.01% 988
2024
Q3 		$2.67K Buy
230
+2
+0.9% +$23 ﹤0.01% 933
2024
Q2 		$2.42K Buy
228
+80
+54% +$884 ﹤0.01% 903
2024
Q1 		$1.77K Sell
148
-73
-33% -$879 ﹤0.01% 921
2023
Q4 		$2.4K Sell
221
-59
-21% -$565 ﹤0.01% 875
2023
Q3 		$2.76K Hold
280
– – ﹤0.01% 837
2023
Q2 		$2.8K Sell
280
-44
-14% -$420 ﹤0.01% 833
2023
Q1 		$3.12K Hold
324
– – ﹤0.01% 827
2022
Q4 		$3.61K Sell
324
-2,098
-87% -$21.9K ﹤0.01% 722
2022
Q3 		$21K Sell
2,422
-185
-7% -$1.82K ﹤0.01% 426
2022
Q2 		$27K Buy
2,607
+1,991
+323% +$21.8K ﹤0.01% 378
2022
Q1 		$7K Hold
616
– – ﹤0.01% 542
2021
Q4 		$8K Hold
616
– – ﹤0.01% 503
2021
Q3 		$8K Sell
616
-67
-10% -$951 ﹤0.01% 491
2021
Q2 		$10K Buy
683
+111
+19% +$1.61K ﹤0.01% 452
2021
Q1 		$8K Buy
+572
New +$9.32K ﹤0.01% 440

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
RCMNY
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return