LGWM
Litman Gregory Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-145
| Closed | -$2K | – | 186 |
|
|
2021
Q1 | $2K | Sell |
145
-124
| -46% | -$1.71K | ﹤0.01% | 184 |
|
|
2020
Q4 | $5K | Buy |
+269
| New | +$5K | ﹤0.01% | 169 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$8K | – | 150 |
|
|
2018
Q4 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 120 |
|