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Heritage Wealth Management (Ohio)’s Viatris VTRS Stock Holding History

Heritage Wealth Management (Ohio)’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
2025
Q3 		– Sell
-11,170
Closed -$99.7K – 256
2025
Q2 		$99.7K Sell
11,170
-56,004
-83% -$474K 0.03% 237
2025
Q1 		$585K Sell
67,174
-3,484
-5% -$36.6K 0.2% 120
2024
Q4 		$880K Hold
70,658
– – 0.29% 88
2024
Q3 		$820K Sell
70,658
-2,694
-4% -$31.1K 0.27% 98
2024
Q2 		$757K Buy
+73,352
New +$810K 0.25% 98

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