Focus Partners Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
20,372
-1,241
| -6% | -$78.4K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $1.49M | Sell |
21,613
-801
| -4% | -$55.1K | ﹤0.01% | 928 |
|
|
2024
Q4 | $1.32M | Sell |
22,414
-142
| -0.6% | -$8.36K | ﹤0.01% | 962 |
|
|
2024
Q3 | $1.45M | Buy |
22,556
+16,017
| +245% | +$1.03M | ﹤0.01% | 845 |
|
|
2024
Q2 | $335K | Buy |
6,539
+160
| +3% | +$8.2K | ﹤0.01% | 1038 |
|
|
2024
Q1 | $278K | Sell |
6,379
-80
| -1% | -$3.49K | ﹤0.01% | 858 |
|
|
2023
Q4 | $322K | Buy |
+6,459
| New | +$322K | ﹤0.01% | 652 |
|