Centerpoint Advisors’s Viatris VTRS Stock Holding History

Centerpoint 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	$0	Hold	6	–	–	﹤0.01%	431
2025 Q4	$0	Hold	6	–	–	﹤0.01%	476
2025 Q3	$0	Hold	6	–	–	﹤0.01%	466
2025 Q2	$0	Hold	6	–	–	﹤0.01%	439
2025 Q1	$0	Sell	6 -78	-93%	-$819	﹤0.01%	462
2024 Q4	$1K	Hold	84	–	–	﹤0.01%	441
2024 Q3	$1K	Hold	84	–	–	﹤0.01%	458
2024 Q2	$1K	Hold	84	–	–	﹤0.01%	429
2024 Q1	$1K	Hold	84	–	–	﹤0.01%	421
2023 Q4	$1K	Sell	84 -149	-64%	-$1.43K	﹤0.01%	415
2023 Q3	$2K	Buy	233 +78	+50%	+$812	﹤0.01%	458
2023 Q2	$2K	Hold	155	–	–	﹤0.01%	463
2023 Q1	$1K	Buy	155 +133	+605%	+$1.48K	﹤0.01%	542
2022 Q4	$0	Hold	22	–	–	﹤0.01%	523
2022 Q3	$0	Sell	22 -297	-93%	-$2.92K	﹤0.01%	423
2022 Q2	$3K	Buy	319 +235	+280%	+$2.58K	﹤0.01%	309
2022 Q1	$1K	Sell	84 -137	-62%	-$1.8K	﹤0.01%	390
2021 Q4	$3K	Hold	221	–	–	﹤0.01%	317
2021 Q3	$3K	Hold	221	–	–	﹤0.01%	244
2021 Q2	$3K	Buy	221 +109	+97%	+$1.58K	﹤0.01%	243
2021 Q1	$2K	Hold	112	–	–	﹤0.01%	237
2020 Q4	$2K	Buy	+112	New	+$1.83K	﹤0.01%	225

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 $1.02T AUM 30.18% 1-Year Est. Return