Position in VTRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$161,182
+$24,056 QoQ
Shares Held
10,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#606
of 1,016 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $185,123 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #1 (87.1% of the industry book) .
All Filings in VTRS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,182 | 10,150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $137,126 | 10,150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $126,367 | 10,150 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $100,485 | 10,150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $90,639 | 10,150 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $88,406 | 10,150 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $126,367 | 10,150 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||