FIA
Foundations Investment Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
4,303
+58
| +1% | +$3.66K | ﹤0.01% | 778 |
|
|
2025
Q1 | $292K | Buy |
4,245
+109
| +3% | +$7.5K | 0.01% | 718 |
|
|
2024
Q4 | $244K | Buy |
4,136
+304
| +8% | +$17.9K | ﹤0.01% | 721 |
|
|
2024
Q3 | $246K | Buy |
+3,832
| New | +$246K | 0.01% | 698 |
|
|
2019
Q1 | – | Sell |
-6,484
| Closed | -$417K | – | 124 |
|
|
2018
Q4 | $417K | Sell |
6,484
-1,079
| -14% | -$69.4K | 0.09% | 69 |
|
|
2018
Q3 | $411K | Buy |
7,563
+1,436
| +23% | +$78K | 0.1% | 70 |
|
|
2018
Q2 | $349K | Buy |
+6,127
| New | +$349K | 0.09% | 68 |
|