Cetera Trust Company’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
4,865
+90
| +2% | +$5.68K | 0.18% | 103 |
|
|
2025
Q1 | $328K | Hold |
4,775
| – | – | 0.21% | 83 |
|
|
2024
Q4 | $281K | Sell |
4,775
-250
| -5% | -$14.7K | 0.18% | 101 |
|
|
2024
Q3 | $322K | Sell |
5,025
-75
| -1% | -$4.81K | 0.2% | 97 |
|
|
2024
Q2 | $261K | Hold |
5,100
| – | – | 0.16% | 109 |
|
|
2024
Q1 | $222K | Hold |
5,100
| – | – | 0.13% | 148 |
|
|
2023
Q4 | $254K | Buy |
+5,100
| New | +$254K | 0.16% | 120 |
|