Golden State Wealth 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
$33.9K Buy
+536
New +$33.9K ﹤0.01% 732
2019
Q2
Sell
-31
Closed -$2K 1146
2019
Q1
$2K Buy
+31
New +$2K ﹤0.01% 1034