Ritter Daniher Financial Advisory’s Viatris VTRS Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	$1.08K	Hold	68	–	–	﹤0.01%	563
2026 Q1	$919	Hold	68	–	–	﹤0.01%	559
2025 Q4	$847	Hold	68	–	–	﹤0.01%	572
2025 Q3	$674	Hold	68	–	–	﹤0.01%	445
2025 Q2	$608	Hold	68	–	–	﹤0.01%	321
2025 Q1	$593	Hold	68	–	–	﹤0.01%	303
2024 Q4	$847	Hold	68	–	–	﹤0.01%	297
2024 Q3	$790	Hold	68	–	–	﹤0.01%	302
2024 Q2	$723	Hold	68	–	–	﹤0.01%	297
2024 Q1	$812	Hold	68	–	–	﹤0.01%	289
2023 Q4	$737	Hold	68	–	–	﹤0.01%	334
2023 Q3	$671	Hold	68	–	–	﹤0.01%	338
2023 Q2	$679	Hold	68	–	–	﹤0.01%	308
2023 Q1	$655	Hold	68	–	–	﹤0.01%	280
2022 Q4	$757	Sell	68 -496	-88%	-$5.18K	﹤0.01%	267
2022 Q3	$5K	Hold	564	–	–	﹤0.01%	202
2022 Q2	$6K	Hold	564	–	–	﹤0.01%	192
2022 Q1	$6K	Sell	564 -349	-38%	-$4.6K	﹤0.01%	194
2021 Q4	$12K	Hold	913	–	–	0.01%	155
2021 Q3	$12K	Sell	913 -99	-10%	-$1.41K	0.01%	151
2021 Q2	$14K	Sell	1,012 -111	-10%	-$1.61K	0.01%	142
2021 Q1	$16K	Sell	1,123 -497	-31%	-$8.1K	0.01%	131
2020 Q4	$30K	Buy	+1,620	New	+$26.4K	0.03%	110

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return