Dynamic Wealth Strategies’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
$7.39K Sell
2025
Q1
$15.5K Buy
2024
Q4
Sell
2024
Q3
$41K Sell
2024
Q2
$42K Hold
2024
Q1
$35K Sell
2023
Q4
$45.7K Buy