Colonial Trust Advisors’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.6K Hold
2025
Q1
$34.4K Hold
2024
Q4
$29.4K Hold
2024
Q3
$32.1K Hold
2024
Q2
$25.6K Sell
2024
Q1
$22.2K Sell
2023
Q4
$26.7K Hold
2023
Q3
$22.5K Buy
2023
Q2
$25.1K Hold
2023
Q1
$23K Hold
2022
Q4
$23.9K Buy