GeoWealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
13,888
+98
| +0.7% | +$6.19K | 0.03% | 291 |
|
|
2025
Q1 | $948K | Sell |
13,790
-461
| -3% | -$31.7K | 0.04% | 284 |
|
|
2024
Q4 | $839K | Buy |
14,251
+1,422
| +11% | +$83.7K | 0.03% | 333 |
|
|
2024
Q3 | $823K | Sell |
12,829
-228
| -2% | -$14.6K | 0.03% | 353 |
|
|
2024
Q2 | $669K | Buy |
13,057
+2,867
| +28% | +$147K | 0.03% | 358 |
|
|
2024
Q1 | $444K | Buy |
+10,190
| New | +$444K | 0.02% | 474 |
|