Lee Financial’s Viatris VTRS Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-437	Closed	-$4.73K	–	807
2023 Q4	$4.73K	Sell	437 -41	-9%	-$393	﹤0.01%	555
2023 Q3	$4.71K	Hold	478	–	–	﹤0.01%	530
2023 Q2	$4.77K	Hold	478	–	–	﹤0.01%	519
2023 Q1	$4.6K	Buy	478 +273	+133%	+$3.03K	﹤0.01%	541
2022 Q4	$2.28K	Buy	205 +159	+346%	+$1.66K	﹤0.01%	666
2022 Q3	$0	Sell	46 -324	-88%	-$3.19K	﹤0.01%	1030
2022 Q2	$4K	Buy	370 +314	+561%	+$3.44K	﹤0.01%	603
2022 Q1	$1K	Sell	56 -59	-51%	-$777	﹤0.01%	741
2021 Q4	$2K	Hold	115	–	–	﹤0.01%	796
2021 Q3	$2K	Hold	115	–	–	﹤0.01%	654
2021 Q2	$2K	Sell	115 -54	-32%	-$781	﹤0.01%	629
2021 Q1	$2K	Sell	169 -103	-38%	-$1.68K	﹤0.01%	462
2020 Q4	$5K	Buy	+272	New	+$4.44K	﹤0.01%	426
2020 Q3	–	Sell	-47	Closed	-$1K	–	576
2020 Q2	$1K	Hold	47	–	–	﹤0.01%	516
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	476
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	494
2019 Q3	$1K	Hold	47	–	–	﹤0.01%	505
2019 Q2	$1K	Hold	47	–	–	﹤0.01%	513
2019 Q1	$1K	Buy	+47	New	+$1.37K	﹤0.01%	506

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return