Bell Investment 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 | $3.85K | Hold |
61
| – | – | ﹤0.01% | 1105 |
|
|
2025
Q1 | $4.2K | Hold |
61
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $3.59K | Hold |
61
| – | – | ﹤0.01% | 1091 |
|
|
2024
Q3 | $3.91K | Buy |
61
+9
| +17% | +$577 | ﹤0.01% | 1062 |
|
|
2024
Q2 | $2.67K | Hold |
52
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q1 | $2.27K | Hold |
52
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q4 | $2.59K | Sell |
52
-24
| -32% | -$1.2K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $3.2K | Sell |
76
-33
| -30% | -$1.39K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $5.15K | Buy |
109
+12
| +12% | +$567 | ﹤0.01% | 808 |
|
|
2023
Q1 | $4.21K | Hold |
97
| – | – | ﹤0.01% | 858 |
|
|
2022
Q4 | $4.37K | Buy |
97
+65
| +203% | +$2.93K | ﹤0.01% | 879 |
|
|
2022
Q3 | $1K | Sell |
32
-8
| -20% | -$250 | ﹤0.01% | 1626 |
|
|
2022
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $2K | Sell |
31
-34
| -52% | -$2.19K | ﹤0.01% | 1256 |
|
|
2021
Q3 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 841 |
|