First Command Advisory Services’s Viatris VTRS Stock Holding History

First Command Advisory Services’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	$1.22K	Hold	90	–	–	﹤0.01%	1000
2025 Q4	$1.12K	Buy	+90	New	+$971	﹤0.01%	718
2025 Q1	–	Sell	-53	Closed	-$660	–	659
2024 Q4	$660	Sell	53 -496	-90%	-$6.1K	﹤0.01%	427
2024 Q3	$6.37K	Buy	+549	New	+$6.33K	﹤0.01%	391
2024 Q2	–	Sell	-257	Closed	-$2.63K	–	657
2024 Q1	$2.63K	Buy	+257	New	+$3.1K	﹤0.01%	434
2023 Q4	–	Sell	-67	Closed	-$661	–	517
2023 Q3	$661	Buy	+67	New	+$698	﹤0.01%	437
2023 Q2	–	Sell	-49	Closed	-$471	–	176
2023 Q1	$471	Buy	+49	New	+$543	﹤0.01%	84
2018 Q1	–	Sell	-13	Closed	–	–	56
2017 Q4	$0	Buy	+13	New	+$497	﹤0.01%	51

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