JNBA Financial Advisors’s Viatris VTRS Stock Holding History

JNBA Financial Advisors’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$438	Sell	49 -1,000	-95%	-$8.94K	﹤0.01%	638
2025 Q1	$9.14K	Buy	1,049 +951	+970%	+$8.28K	﹤0.01%	472
2024 Q4	$1.22K	Sell	98 -8	-8%	-$100	﹤0.01%	611
2024 Q3	$1.23K	Buy	106 +8	+8%	+$93	﹤0.01%	619
2024 Q2	$1.04K	Hold	98	–	–	﹤0.01%	604
2024 Q1	$1.17K	Hold	98	–	–	﹤0.01%	630
2023 Q4	$1.06K	Hold	98	–	–	﹤0.01%	646
2023 Q3	$967	Hold	98	–	–	﹤0.01%	674
2023 Q2	$979	Hold	98	–	–	﹤0.01%	660
2023 Q1	$943	Hold	98	–	–	﹤0.01%	670
2022 Q4	$1.09K	Sell	98 -711	-88%	-$7.92K	﹤0.01%	608
2022 Q3	$7K	Sell	809 -394	-33%	-$3.41K	﹤0.01%	501
2022 Q2	$13K	Buy	1,203 +3	+0.3%	+$32	﹤0.01%	459
2022 Q1	$13K	Sell	1,200 -252	-17%	-$2.73K	﹤0.01%	472
2021 Q4	$20K	Sell	1,452 -83	-5%	-$1.14K	﹤0.01%	421
2021 Q3	$21K	Hold	1,535	–	–	﹤0.01%	412
2021 Q2	$22K	Sell	1,535 -13	-0.8%	-$186	﹤0.01%	387
2021 Q1	$22K	Sell	1,548 -162	-9%	-$2.3K	﹤0.01%	378
2020 Q4	$32K	Buy	+1,710	New	+$32K	0.01%	306
2018 Q1	–	Sell	-100	Closed	-$4K	–	508
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	426
2017 Q3	$3K	Buy	+100	New	+$3K	﹤0.01%	430
2017 Q1	–	Sell	-180	Closed	-$7K	–	496
2016 Q4	$7K	Sell	180 -287	-61%	-$11.2K	﹤0.01%	389
2016 Q3	$18K	Buy	467 +287	+159%	+$11.1K	﹤0.01%	859
2016 Q2	$8K	Sell	180 -113	-39%	-$5.02K	﹤0.01%	362
2016 Q1	$14K	Buy	293 +113	+63%	+$5.4K	0.01%	318
2015 Q4	$10K	Hold	180	–	–	﹤0.01%	348
2015 Q3	$7K	Hold	180	–	–	﹤0.01%	381
2015 Q2	$12K	Hold	180	–	–	﹤0.01%	340
2015 Q1	$11K	Hold	180	–	–	﹤0.01%	359
2014 Q4	$10K	Hold	180	–	–	﹤0.01%	361
2014 Q3	$8K	Hold	180	–	–	﹤0.01%	396
2014 Q2	$9K	Hold	180	–	–	﹤0.01%	365
2014 Q1	$9K	Hold	180	–	–	﹤0.01%	339
2013 Q4	$8K	Hold	180	–	–	﹤0.01%	333
2013 Q3	$7K	Hold	180	–	–	﹤0.01%	337
2013 Q2	$6K	Buy	+180	New	+$6K	﹤0.01%	297