Vermillion & White Wealth Management Group’s Viatris VTRS Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-665	Closed	-$8.27K	–	529
2025 Q4	$8.27K	Buy	665 +1	+0.2%	+$11	﹤0.01%	337
2025 Q3	$6.58K	Hold	664	–	–	﹤0.01%	373
2025 Q2	$5.93K	Buy	664 +1	+0.2%	+$8	﹤0.01%	354
2025 Q1	$5.77K	Buy	663 +1	+0.2%	+$10	﹤0.01%	339
2024 Q4	$8.25K	Hold	662	–	–	0.01%	244
2024 Q3	$7.69K	Sell	662 -30	-4%	-$346	0.01%	231
2024 Q2	$7.35K	Buy	692 +1	+0.1%	+$11	0.01%	241
2024 Q1	$8.25K	Hold	691	–	–	0.01%	227
2023 Q4	$7.48K	Buy	+691	New	+$6.62K	0.01%	188

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