Gold Investment 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 | $1.05M | Sell |
16,749
-1,643
| -9% | -$103K | 0.4% | 72 |
|
|
2025
Q1 | $1.26M | Sell |
18,392
-727
| -4% | -$50K | 0.53% | 66 |
|
|
2024
Q4 | $1.13M | Sell |
19,119
-423
| -2% | -$24.9K | 0.47% | 67 |
|
|
2024
Q3 | $1.25M | Sell |
19,542
-602
| -3% | -$38.5K | 0.52% | 64 |
|
|
2024
Q2 | $1.03M | Sell |
20,144
-699
| -3% | -$35.8K | 0.44% | 69 |
|
|
2024
Q1 | $908K | Sell |
20,843
-391
| -2% | -$17K | 0.37% | 73 |
|
|
2023
Q4 | $1.06M | Buy |
+21,234
| New | +$1.06M | 0.45% | 67 |
|