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Spire Wealth Management’s Viatris VTRS Stock Holding History

Spire Wealth Management’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 		$25.3K Sell
1,591
-3,159
-67% -$49K ﹤0.01% 1382
2026
Q1 		$64.2K Sell
4,750
-1,161
-20% -$16.2K ﹤0.01% 1103
2025
Q4 		$73.6K Sell
5,911
-599
-9% -$6.46K ﹤0.01% 1072
2025
Q3 		$64.4K Buy
6,510
+1,055
+19% +$10.3K ﹤0.01% 1153
2025
Q2 		$48.7K Sell
5,455
-110
-2% -$930 ﹤0.01% 1203
2025
Q1 		$48.5K Sell
5,565
-1,009
-15% -$10.6K ﹤0.01% 1292
2024
Q4 		$81.8K Sell
6,574
-148
-2% -$1.82K ﹤0.01% 1107
2024
Q3 		$78K Buy
6,722
+150
+2% +$1.73K ﹤0.01% 991
2024
Q2 		$69.9K Buy
6,572
+67
+1% +$740 ﹤0.01% 1007
2024
Q1 		$77.7K Sell
6,505
-70
-1% -$843 ﹤0.01% 1077
2023
Q4 		$75K Sell
6,575
-1,219
-16% -$11.7K ﹤0.01% 1075
2023
Q3 		$76.9K Buy
7,794
+170
+2% +$1.77K ﹤0.01% 1030
2023
Q2 		$76.1K Sell
7,624
-458
-6% -$4.38K ﹤0.01% 1060
2023
Q1 		$77.8K Buy
8,082
+1,596
+25% +$17.7K ﹤0.01% 1042
2022
Q4 		$72K Buy
6,486
+104
+2% +$1.09K ﹤0.01% 853
2022
Q3 		$54K Sell
6,382
-17,655
-73% -$174K ﹤0.01% 924
2022
Q2 		$252K Buy
24,037
+4,148
+21% +$45.5K 0.01% 683
2022
Q1 		$216K Sell
19,889
-40,448
-67% -$533K 0.01% 861
2021
Q4 		$816K Buy
60,337
+19,387
+47% +$259K 0.02% 535
2021
Q3 		$563K Buy
40,950
+5,284
+15% +$75K 0.01% 558
2021
Q2 		$510K Sell
35,666
-23,561
-40% -$341K 0.01% 602
2021
Q1 		$834K Buy
+59,227
New +$965K 0.02% 504

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ACM
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WCM
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TIM
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return