Evoke Wealth’s Viatris VTRS Stock Holding History

Evoke Wealth’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	$144K	Sell	10,686 -56	-0.5%	-$784	﹤0.01%	687
2025 Q4	$134K	Buy	+10,742	New	+$116K	﹤0.01%	653
2022 Q4	–	Sell	-1,165	Closed	-$10K	–	1128
2022 Q3	$10K	Sell	1,165 -434	-27%	-$4.27K	﹤0.01%	759
2022 Q2	$17K	Buy	1,599 +334	+26%	+$3.66K	﹤0.01%	688
2022 Q1	$14K	Sell	1,265 -17	-1%	-$224	﹤0.01%	720
2021 Q4	$17K	Buy	1,282 +1	+0.1%	+$13	﹤0.01%	709
2021 Q3	$17K	Sell	1,281 -370	-22%	-$5.25K	﹤0.01%	665
2021 Q2	$24K	Sell	1,651 -501	-23%	-$7.25K	﹤0.01%	628
2021 Q1	$30K	Buy	2,152 +258	+14%	+$4.21K	﹤0.01%	521
2020 Q4	$35K	Buy	+1,894	New	+$30.9K	﹤0.01%	415
2020 Q2	–	Sell	-16	Closed	-$239	–	1199
2020 Q1	$239	Sell	16 -28	-64%	-$536	﹤0.01%	1079
2019 Q4	$884	Sell	44 -154	-78%	-$2.87K	﹤0.01%	1155
2019 Q3	$3.92K	Buy	+198	New	+$3.88K	﹤0.01%	1062

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