BGAI
VTRS icon

Bruce G. Allen Investments’s Viatris VTRS Stock Holding History

Bruce G. Allen Investments’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 		$3.93K Hold
291
– – ﹤0.01% 604
2025
Q4 		$3.62K Hold
291
– – ﹤0.01% 606
2025
Q3 		$2.88K Hold
291
– – ﹤0.01% 643
2025
Q2 		$2.6K Sell
291
-530
-65% -$4.48K ﹤0.01% 666
2025
Q1 		$7.15K Buy
821
+5
+0.6% +$52 0.01% 506
2024
Q4 		$10.2K Hold
816
– – 0.01% 470
2024
Q3 		$9.47K Hold
816
– – 0.01% 484
2024
Q2 		$8.67K Hold
816
– – 0.01% 486
2024
Q1 		$9.74K Sell
816
-963
-54% -$11.6K 0.01% 478
2023
Q4 		$19.3K Buy
+1,779
New +$17K 0.02% 377

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VCM
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VPM
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State Street
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Dimensional Fund Advisors
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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