Farther Finance Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
5,088
+752
| +17% | +$47.5K | 0.01% | 1143 |
|
|
2025
Q1 | $300K | Buy |
4,336
+1,530
| +55% | +$106K | 0.01% | 1035 |
|
|
2024
Q4 | $165K | Sell |
2,806
-452
| -14% | -$26.6K | 0.01% | 1070 |
|
|
2024
Q3 | $209K | Buy |
3,258
+1,388
| +74% | +$89K | 0.01% | 973 |
|
|
2024
Q2 | $95.2K | Buy |
1,870
+280
| +18% | +$14.2K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $68.2K | Buy |
1,590
+151
| +10% | +$6.47K | ﹤0.01% | 1077 |
|
|
2023
Q4 | $71.7K | Buy |
1,439
+530
| +58% | +$26.4K | 0.01% | 906 |
|
|
2023
Q3 | $38.3K | Buy |
909
+497
| +121% | +$20.9K | 0.01% | 863 |
|
|
2023
Q2 | $19.5K | Buy |
412
+7
| +2% | +$331 | ﹤0.01% | 1009 |
|
|
2023
Q1 | $17.6K | Buy |
405
+28
| +7% | +$1.21K | 0.01% | 940 |
|
|
2022
Q4 | $17K | Buy |
+377
| New | +$17K | 0.01% | 783 |
|