Abound Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49K | Hold |
71
| – | – | ﹤0.01% | 598 |
|
|
2025
Q1 | $4.89K | Sell |
71
-9
| -11% | -$619 | ﹤0.01% | 543 |
|
|
2024
Q4 | $4.72K | Buy |
80
+14
| +21% | +$825 | ﹤0.01% | 541 |
|
|
2024
Q3 | $4.24K | Hold |
66
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $3.39K | Hold |
66
| – | – | ﹤0.01% | 573 |
|
|
2024
Q1 | $2.88K | Hold |
66
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $3.29K | Buy |
66
+10
| +18% | +$499 | ﹤0.01% | 586 |
|
|
2023
Q3 | $2.36K | Sell |
56
-20
| -26% | -$844 | ﹤0.01% | 594 |
|
|
2023
Q2 | $3.6K | Buy |
76
+20
| +36% | +$946 | ﹤0.01% | 559 |
|
|
2023
Q1 | $2.43K | Hold |
56
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $2.53K | Buy |
56
+34
| +155% | +$1.53K | ﹤0.01% | 502 |
|
|
2022
Q3 | $887 | Buy |
+22
| New | +$887 | ﹤0.01% | 617 |
|