Dakota Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
30,109
+544
| +2% | +$34.4K | 0.04% | 278 |
|
|
2025
Q1 | $2.03M | Buy |
29,565
+90
| +0.3% | +$6.19K | 0.05% | 255 |
|
|
2024
Q4 | $1.74M | Sell |
29,475
-47
| -0.2% | -$2.77K | 0.04% | 282 |
|
|
2024
Q3 | $1.89M | Sell |
29,522
-4,195
| -12% | -$269K | 0.04% | 277 |
|
|
2024
Q2 | $1.73M | Buy |
33,717
+322
| +1% | +$16.5K | 0.04% | 280 |
|
|
2024
Q1 | $1.45M | Buy |
+33,395
| New | +$1.45M | 0.04% | 301 |
|
|
2023
Q3 | – | Sell |
-4,240
| Closed | -$200K | – | 695 |
|
|
2023
Q2 | $200K | Buy |
+4,240
| New | +$200K | 0.01% | 586 |
|
|
2022
Q4 | – | Sell |
-20,207
| Closed | -$812K | – | 633 |
|
|
2022
Q3 | $812K | Sell |
20,207
-100
| -0.5% | -$4.02K | 0.07% | 239 |
|
|
2022
Q2 | $1.04M | Sell |
20,307
-632
| -3% | -$32.5K | 0.1% | 185 |
|
|
2022
Q1 | $1.29M | Buy |
+20,939
| New | +$1.29M | 0.1% | 179 |
|