HighMark 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
$1.29K Hold
20
﹤0.01% 513
2025
Q1
$1.41K Hold
20
﹤0.01% 471
2024
Q4
$1.21K Hold
20
﹤0.01% 487
2024
Q3
$1.31K Hold
20
﹤0.01% 506
2024
Q2
$1.05K Hold
20
﹤0.01% 506
2024
Q1
$892 Hold
20
﹤0.01% 505
2023
Q4
$1.02K Hold
20
﹤0.01% 509
2023
Q3
$863 Hold
20
﹤0.01% 509
2023
Q2
$968 Hold
20
﹤0.01% 506
2023
Q1
$888 Hold
20
﹤0.01% 544
2022
Q4
$923 Hold
20
﹤0.01% 480
2022
Q3
$1K Hold
20
﹤0.01% 501
2022
Q2
$1K Hold
20
﹤0.01% 498
2022
Q1
$1K Hold
20
﹤0.01% 498
2021
Q4
$1K Hold
20
﹤0.01% 484
2021
Q3
$1K Hold
20
﹤0.01% 490
2021
Q2
$1K Hold
20
﹤0.01% 493
2021
Q1
$1K Hold
20
﹤0.01% 466
2020
Q4
$1K Hold
20
﹤0.01% 436
2020
Q3
$1K Hold
20
﹤0.01% 431
2020
Q2
$1K Hold
20
﹤0.01% 419
2020
Q1
$0 Hold
20
﹤0.01% 417
2019
Q4
$1K Buy
+20
New +$1K ﹤0.01% 377