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Asset Planning Inc’s Ventas VTR Stock Holding History

Asset Planning Inc’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$165K Buy
2,618
+15
+0.6% +$947 0.12% 90
2025
Q1 		$179K Buy
2,603
+16
+0.6% +$1.1K 0.14% 85
2024
Q4 		$152K Buy
+2,587
New +$152K 0.12% 86