Position in VTRS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,178
+$1,707 QoQ
Shares Held
515
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,016 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Center for Financial Planning, Inc. holds $181,683 across 5 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (4.5% of the industry book) .
All Filings in VTRS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,178 | 515 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,471 | 479 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,859 | 551 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,692 | 575 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,232 | 586 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,358 | 730 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,237 | 742 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,009 | 776 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,652 | 814 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,056 | 926 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,714 | 897 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,844 | 897 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,191 | 921 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,755 | 1,118 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,888 | 1,158 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,149 | 1,426 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,919 | 1,425 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,855 | 1,733 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,644 | 1,378 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,980 | 1,327 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $18,605 | 1,302 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $25,495 | 1,825 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $37,105 | 1,980 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||