First Trust Direct Indexing’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$877K Buy
2024
Q2
$642K Buy
2024
Q1
$405K Buy
2023
Q4
$419K Buy
2023
Q3
$228K Buy
2023
Q2
$245K Sell
2023
Q1
$241K Buy
2022
Q4
$229K Buy
2022
Q3
Sell
2022
Q2
$224K Buy
2022
Q1
$269K Buy
2021
Q3
Sell
2021
Q2
$238K Buy
2021
Q1
Sell
2020
Q4
$14K Buy