Atria Wealth Solutions’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,707
| Closed | -$255K | – | 1910 |
|
|
2025
Q1 | $255K | Sell |
3,707
-157
| -4% | -$10.8K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $228K | Buy |
3,864
+9
| +0.2% | +$530 | ﹤0.01% | 1711 |
|
|
2024
Q3 | $247K | Sell |
3,855
-182
| -5% | -$11.7K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $207K | Sell |
4,037
-809
| -17% | -$41.5K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $213K | Sell |
4,846
-68
| -1% | -$2.99K | ﹤0.01% | 1773 |
|
|
2023
Q4 | $245K | Sell |
4,914
-4,788
| -49% | -$239K | ﹤0.01% | 1633 |
|
|
2023
Q3 | $409K | Sell |
9,702
-690
| -7% | -$29.1K | 0.01% | 1226 |
|
|
2023
Q2 | $491K | Buy |
10,392
+10
| +0.1% | +$473 | 0.01% | 1164 |
|
|
2023
Q1 | $455K | Sell |
10,382
-2,093
| -17% | -$91.7K | 0.01% | 1185 |
|
|
2022
Q4 | $562K | Sell |
12,475
-110
| -0.9% | -$4.96K | 0.01% | 1013 |
|
|
2022
Q3 | $506K | Buy |
12,585
+197
| +2% | +$7.91K | 0.01% | 1009 |
|
|
2022
Q2 | $643K | Sell |
12,388
-10,947
| -47% | -$568K | 0.01% | 837 |
|
|
2022
Q1 | $1.45M | Buy |
+23,335
| New | +$1.45M | 0.02% | 585 |
|