Position in VTRS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63
-$45 QoQ
Shares Held
4
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,011
of 1,016 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $7,079 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (0.9% of the industry book) .
All Filings in VTRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63 | 4 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $108 | 8 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,336 | 268 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $287 | 29 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||