GA
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GoalVest Advisory’s Viatris VTRS Stock Holding History

GoalVest Advisory’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 		– Sell
-1,082
Closed -$13.5K – 548
2025
Q4 		$13.5K Buy
+1,082
New +$11.7K ﹤0.01% 397
2025
Q2 		– Sell
-12
Closed -$105 – 526
2025
Q1 		$105 Buy
+12
New +$126 ﹤0.01% 496
2024
Q4 		– Sell
-97
Closed -$1.13K – 438
2024
Q3 		$1.13K Hold
97
– – ﹤0.01% 360
2024
Q2 		$1.03K Hold
97
– – ﹤0.01% 302
2024
Q1 		$1.16K Hold
97
– – ﹤0.01% 381
2023
Q4 		$1.05K Buy
+97
New +$929 ﹤0.01% 349
2022
Q3 		– Sell
-62
Closed -$1K – 319
2022
Q2 		$1K Buy
+62
New +$680 ﹤0.01% 298

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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