Valued Wealth Advisors’s Viatris VTRS Stock Holding History

Valued Wealth 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	$4.48K	Buy	331 +252	+319%	+$3.53K	﹤0.01%	421
2025 Q4	$983	Buy	79 +14	+22%	+$151	﹤0.01%	473
2025 Q3	$647	Sell	65 -11	-14%	-$107	﹤0.01%	497
2025 Q2	$675	Sell	76 -129	-63%	-$1.09K	﹤0.01%	492
2025 Q1	$1.78K	Sell	205 -97	-32%	-$1.02K	﹤0.01%	423
2024 Q4	$3.75K	Buy	302 +113	+60%	+$1.39K	﹤0.01%	338
2024 Q3	$2.2K	Sell	189 -8	-4%	-$92	﹤0.01%	357
2024 Q2	$2.1K	Buy	197 +54	+38%	+$597	﹤0.01%	360
2024 Q1	$1.71K	Buy	143 +92	+180%	+$1.11K	﹤0.01%	375
2023 Q4	$500	Buy	+51	New	+$488	﹤0.01%	436

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