CVA Family Office’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Sell |
378
-32
| -8% | -$2.02K | ﹤0.01% | 660 |
|
|
2025
Q1 | $28.2K | Buy |
410
+92
| +29% | +$6.33K | ﹤0.01% | 628 |
|
|
2024
Q4 | $18.7K | Buy |
318
+8
| +3% | +$471 | ﹤0.01% | 691 |
|
|
2024
Q3 | $19.9K | Sell |
310
-10
| -3% | -$641 | ﹤0.01% | 655 |
|
|
2024
Q2 | $16.4K | Buy |
320
+10
| +3% | +$513 | ﹤0.01% | 671 |
|
|
2024
Q1 | $13.5K | Sell |
310
-90
| -23% | -$3.92K | ﹤0.01% | 707 |
|
|
2023
Q4 | $19.9K | Buy |
+400
| New | +$19.9K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$7.09K | – | 934 |
|
|
2023
Q2 | $7.09K | Buy |
150
+100
| +200% | +$4.73K | ﹤0.01% | 761 |
|
|
2023
Q1 | $2.17K | Buy |
50
+20
| +67% | +$867 | ﹤0.01% | 853 |
|
|
2022
Q4 | $1.35K | Buy |
+30
| New | +$1.35K | ﹤0.01% | 846 |
|
|
2022
Q3 | – | Sell |
-1,085
| Closed | -$56K | – | 943 |
|
|
2022
Q2 | $56K | Sell |
1,085
-20
| -2% | -$1.03K | 0.02% | 346 |
|
|
2022
Q1 | $68K | Buy |
1,105
+195
| +21% | +$12K | 0.02% | 333 |
|
|
2021
Q4 | $47K | Buy |
+910
| New | +$47K | 0.01% | 374 |
|
|
2021
Q3 | – | Sell |
-435
| Closed | -$25K | – | 879 |
|
|
2021
Q2 | $25K | Buy |
435
+200
| +85% | +$11.5K | 0.01% | 485 |
|
|
2021
Q1 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 491 |
|