Legacy Financial Advisors’s Viatris VTRS Stock Holding History

Legacy Financial 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	$176K	Buy	13,024 +2,019	+18%	+$28.3K	0.02%	400
2025 Q4	$137K	Buy	+11,005	New	+$119K	0.02%	388
2025 Q1	–	Sell	-10,006	Closed	-$125K	–	378
2024 Q4	$125K	Buy	+10,006	New	+$123K	0.02%	339
2024 Q2	–	Sell	-10,084	Closed	-$120K	–	362
2024 Q1	$120K	Buy	+10,084	New	+$121K	0.02%	317
2019 Q2	–	Sell	-66	Closed	-$2K	–	889
2019 Q1	$2K	Hold	66	–	–	﹤0.01%	921
2018 Q4	$2K	Buy	66 +48	+267%	+$1.55K	﹤0.01%	856
2018 Q3	$0	Sell	18 -16	-47%	-$601	﹤0.01%	960
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	899
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	794
2017 Q4	$1K	Buy	+34	New	+$1.3K	﹤0.01%	797

Other funds holding VTRS

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return