Position in VTRS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$253,460
+$192,941 QoQ
Shares Held
15,961
+256.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#520
of 1,020 holders
Holding Since
Dec 2021
2 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, 2026Confluence Wealth Services, Inc. holds $1,832,251 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #4 (13.8% of the industry book) .
All Filings in VTRS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,460 | 15,961 | Shares | Sole | 2026-07-22 | |
| 2021-12-31 | $60,519 | 4,473 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||