HWA
VTRS icon

Heritage Wealth Advisors’s Viatris VTRS Stock Holding History

Heritage Wealth 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 		$4.07K Hold
301
– – ﹤0.01% 580
2025
Q4 		$3.75K Hold
301
– – ﹤0.01% 516
2025
Q3 		$2.98K Hold
301
– – ﹤0.01% 501
2025
Q2 		$2.69K Hold
301
– – ﹤0.01% 498
2025
Q1 		$2.62K Buy
301
+47
+19% +$493 ﹤0.01% 493
2024
Q4 		$3.16K Hold
254
– – ﹤0.01% 531
2024
Q3 		$2.95K Hold
254
– – ﹤0.01% 526
2024
Q2 		$2.7K Hold
254
– – ﹤0.01% 471
2024
Q1 		$3.03K Hold
254
– – ﹤0.01% 489
2023
Q4 		$2.75K Hold
254
– – ﹤0.01% 498
2023
Q3 		$2.5K Sell
254
-32
-11% -$333 ﹤0.01% 458
2023
Q2 		$2.85K Sell
286
-118
-29% -$1.13K ﹤0.01% 489
2023
Q1 		$3.89K Sell
404
-749
-65% -$8.31K ﹤0.01% 485
2022
Q4 		$12.8K Hold
1,153
– – ﹤0.01% 437
2022
Q3 		$9.82K Hold
1,153
– – ﹤0.01% 423
2022
Q2 		$12K Hold
1,153
– – ﹤0.01% 453
2022
Q1 		$13K Hold
1,153
– – ﹤0.01% 425
2021
Q4 		$16K Hold
1,153
– – ﹤0.01% 422
2021
Q3 		$15.6K Sell
1,153
-271
-19% -$3.85K ﹤0.01% 419
2021
Q2 		$20.3K Buy
1,424
+143
+11% +$2.07K ﹤0.01% 415
2021
Q1 		$17.9K Sell
1,281
-230
-15% -$3.75K ﹤0.01% 428
2020
Q4 		$28K Buy
+1,511
New +$24.6K ﹤0.01% 380

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