Position in VTRS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,923
+$2,452 QoQ
Shares Held
436
+31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#799
of 1,016 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $58,364 across 5 Drug Manufacturers - Specialty & Generic names. VTRS ranks #4 (11.9% of the industry book) .
All Filings in VTRS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,923 | 436 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,471 | 331 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $983 | 79 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $643 | 65 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $678 | 76 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,785 | 205 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,759 | 302 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,194 | 189 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,094 | 197 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,707 | 143 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $552 | 51 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||