Annis Gardner Whiting Capital Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04K | Hold |
64
| – | – | ﹤0.01% | 884 |
|
|
2025
Q1 | $4.4K | Hold |
64
| – | – | ﹤0.01% | 633 |
|
|
2024
Q4 | $3.79K | Hold |
64
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $4.11K | Sell |
64
-19
| -23% | -$1.22K | ﹤0.01% | 650 |
|
|
2024
Q2 | $4.26K | Buy |
83
+19
| +30% | +$974 | ﹤0.01% | 791 |
|
|
2024
Q1 | $2.82K | Sell |
64
-18
| -22% | -$792 | ﹤0.01% | 822 |
|
|
2023
Q4 | $4.12K | Buy |
82
+18
| +28% | +$905 | ﹤0.01% | 567 |
|
|
2023
Q3 | $2.73K | Buy |
+64
| New | +$2.73K | ﹤0.01% | 590 |
|