CBIZ Investment Advisory Services’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.5K Buy
55
+31
+129% +$1.97K ﹤0.01% 486
2025
Q1
$1.66K Hold
24
﹤0.01% 499
2024
Q4
$1.42K Buy
+24
New +$1.42K ﹤0.01% 424