Position in VTRS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,066
+$319 QoQ
Shares Held
301
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Heritage Wealth Advisors holds $412,780 across 6 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (1.0% of the industry book) .
All Filings in VTRS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,066 | 301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,747 | 301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,979 | 301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,687 | 301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,621 | 301 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,162 | 254 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,948 | 254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,700 | 254 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $3,032 | 254 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,750 | 254 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $2,504 | 254 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,854 | 286 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $3,886 | 404 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,832 | 1,153 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $9,823 | 1,153 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $12,071 | 1,153 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,544 | 1,153 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,600 | 1,153 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $15,623 | 1,153 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,348 | 1,424 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,895 | 1,281 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $28,316 | 1,511 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||