Dogwood 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 | $5.52K | Buy |
88
+60
| +214% | +$3.77K | ﹤0.01% | 412 |
|
|
2025
Q1 | $1.93K | Buy |
+28
| New | +$1.93K | ﹤0.01% | 346 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 639 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 518 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 545 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 616 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 514 |
|