Fiduciary Trust’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,240
| Closed | -$223K | – | 860 |
|
|
2025
Q1 | $223K | Buy |
+3,240
| New | +$223K | ﹤0.01% | 756 |
|
|
2016
Q2 | – | Sell |
-7,187
| Closed | -$452K | – | 435 |
|
|
2016
Q1 | $452K | Buy |
+7,187
| New | +$452K | 0.02% | 335 |
|
|
2013
Q3 | – | Sell |
-4,278
| Closed | -$340K | – | 314 |
|
|
2013
Q2 | $340K | Buy |
+4,278
| New | +$340K | 0.02% | 246 |
|