Asset Dedication LLC’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695 | Hold |
11
| – | – | ﹤0.01% | 1109 |
|
|
2025
Q1 | $757 | Buy |
+11
| New | +$757 | ﹤0.01% | 1035 |
|
|
2023
Q1 | – | Sell |
-77
| Closed | -$3K | – | 1084 |
|
|
2022
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 842 |
|
|
2017
Q2 | – | Sell |
-38
| Closed | -$2K | – | 404 |
|
|
2017
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 364 |
|
|
2016
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 368 |
|