HB 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 | $452K | Sell |
7,159
-463
| -6% | -$29.2K | ﹤0.01% | 766 |
|
|
2025
Q1 | $524K | Buy |
7,622
+1,810
| +31% | +$124K | ﹤0.01% | 733 |
|
|
2024
Q4 | $342K | Buy |
5,812
+725
| +14% | +$42.7K | ﹤0.01% | 752 |
|
|
2024
Q3 | $326K | Buy |
5,087
+1,048
| +26% | +$67.2K | ﹤0.01% | 724 |
|
|
2024
Q2 | $207K | Buy |
+4,039
| New | +$207K | ﹤0.01% | 827 |
|