Hennion & Walsh Asset Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $380K | Buy |
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