Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$176K Sell
13,055
-75
-0.6% -$1.05K ﹤0.01% 361
2025
Q4
$163K Sell
13,130
-321
-2% -$3.46K ﹤0.01% 380
2025
Q3
$133K Buy
13,451
+333
+3% +$3.24K ﹤0.01% 371
2025
Q2
$117K Sell
13,118
-338
-3% -$2.86K ﹤0.01% 357
2025
Q1
$117K Sell
13,456
-301
-2% -$3.16K ﹤0.01% 345
2024
Q4
$171K Sell
13,757
-1,013
-7% -$12.4K 0.01% 336
2024
Q3
$171K Sell
14,770
-121
-0.8% -$1.4K 0.01% 339
2024
Q2
$158K Sell
14,891
-1,931
-11% -$21.3K 0.01% 335
2024
Q1
$201K Sell
16,822
-680
-4% -$8.19K 0.01% 345
2023
Q4
$190K Sell
17,502
-539
-3% -$5.16K 0.01% 332
2023
Q3
$178K Sell
18,041
-2,346
-12% -$24.4K 0.01% 301
2023
Q2
$203K Sell
20,387
-673
-3% -$6.43K 0.01% 306
2023
Q1
$203K Buy
21,060
+235
+1% +$2.61K 0.01% 307
2022
Q4
$232K Sell
20,825
-1,425
-6% -$14.9K 0.01% 294
2022
Q3
$189K Sell
22,250
-549
-2% -$5.4K 0.01% 298
2022
Q2
$239K Sell
22,799
-270
-1% -$2.96K 0.01% 293
2022
Q1
$251K Sell
23,069
-1,541
-6% -$20.3K 0.01% 310
2021
Q4
$333K Sell
24,610
-79
-0.3% -$1.05K 0.01% 291
2021
Q3
$334K Buy
24,689
+7,941
+47% +$113K 0.01% 288
2021
Q2
$240K Sell
16,748
-1,046
-6% -$15.1K 0.01% 300
2021
Q1
$248K Sell
17,794
-2,650
-13% -$43.2K 0.01% 292
2020
Q4
$384K Buy
+20,444
New +$333K 0.02% 231

Other funds holding VTRS