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WealthSource Partners’s Viatris VTRS Stock Holding History

WealthSource Partners’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
2022
Q1 		– Sell
-13,277
Closed -$180K – 631
2021
Q4 		$180K Sell
13,277
-2,511
-16% -$33.5K 0.01% 534
2021
Q3 		$214K Sell
15,788
-127
-0.8% -$1.8K 0.02% 470
2021
Q2 		$227K Sell
15,915
-103
-0.6% -$1.49K 0.02% 420
2021
Q1 		$224K Buy
16,018
+608
+4% +$9.91K 0.02% 389
2020
Q4 		$289K Buy
15,410
+3,035
+25% +$49.5K 0.03% 296
2020
Q3 		$184K Sell
12,375
-700
-5% -$11.2K 0.02% 338
2020
Q2 		$210K Buy
13,075
+425
+3% +$6.89K 0.03% 305
2020
Q1 		$189K Buy
12,650
+1,789
+16% +$34.3K 0.03% 312
2019
Q4 		$218K Sell
10,861
-5,500
-34% -$102K 0.03% 383
2019
Q3 		$324K Buy
16,361
+965
+6% +$18.9K 0.05% 313
2019
Q2 		$293K Buy
15,396
+5,579
+57% +$123K 0.05% 335
2019
Q1 		$278K Buy
9,817
+1,399
+17% +$40.8K 0.06% 260
2018
Q4 		$231K Buy
+8,418
New +$273K 0.07% 250
2018
Q1 		– Sell
-9,505
Closed -$402K – 343
2017
Q4 		$402K Sell
9,505
-5,200
-35% -$199K 0.12% 158
2017
Q3 		$461K Buy
14,705
+5,375
+58% +$182K 0.15% 142
2017
Q2 		$362K Buy
9,330
+177
+2% +$6.79K 0.12% 171
2017
Q1 		$357K Buy
+9,153
New +$369K 0.13% 167

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DSA
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State Street
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LCM
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Geode Capital Management
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CCM
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DM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return