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Wealthspire Advisors (New York)’s Viatris VTRS Stock Holding History

Wealthspire Advisors (New York)’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
-17,291
Closed -$215K – 1105
2025
Q4 		$215K Buy
17,291
+10,334
+149% +$111K ﹤0.01% 941
2025
Q3 		$68.9K Buy
+6,957
New +$67.7K ﹤0.01% 1129
2021
Q4 		– Sell
-13,198
Closed -$179K – 633
2021
Q3 		$179K Buy
13,198
+910
+7% +$12.9K ﹤0.01% 555
2021
Q2 		$176K Sell
12,288
-8,960
-42% -$130K ﹤0.01% 356
2021
Q1 		$297K Sell
21,248
-1,819
-8% -$29.6K 0.01% 552
2020
Q4 		$432K Buy
+23,067
New +$376K 0.01% 334
2019
Q1 		– Sell
-302
Closed -$8K – 782
2018
Q4 		$8K Buy
+302
New +$9.79K ﹤0.01% 571

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