Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Sell
17,018
-2,246
-12% -$31.4K 0.01% 835
2025
Q4
$240K Buy
19,264
+4,714
+32% +$50.9K 0.01% 813
2025
Q3
$144K Buy
+14,550
New +$142K 0.01% 800
2025
Q2
Sell
-17,217
Closed -$150K 787
2025
Q1
$150K Sell
17,217
-1,015
-6% -$10.7K 0.01% 563
2024
Q4
$227K Buy
18,232
+4,594
+34% +$56.5K 0.02% 481
2024
Q3
$158K Sell
13,638
-1,760
-11% -$20.3K 0.01% 451
2024
Q2
$164K Buy
15,398
+2,139
+16% +$23.6K 0.02% 431
2024
Q1
$158K Sell
13,259
-12,087
-48% -$146K 0.02% 436
2023
Q4
$274K Buy
+25,346
New +$243K 0.01% 461

Other funds holding VTRS