Envestnet Portfolio Solutions’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
3,845
+258
| +7% | +$16.3K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $247K | Sell |
3,587
-2,649
| -42% | -$182K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $367K | Sell |
6,236
-853
| -12% | -$50.2K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $455K | Buy |
7,089
+126
| +2% | +$8.08K | ﹤0.01% | 1252 |
|
|
2024
Q2 | $357K | Sell |
6,963
-724
| -9% | -$37.1K | ﹤0.01% | 1281 |
|
|
2024
Q1 | $335K | Sell |
7,687
-96
| -1% | -$4.18K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $388K | Sell |
7,783
-213
| -3% | -$10.6K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $337K | Buy |
+7,996
| New | +$337K | ﹤0.01% | 1168 |
|