Diversified Trust’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.66M | Buy |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $283K | Buy |
|