Insigneo Advisory Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
5,948
+29
| +0.5% | +$1.83K | 0.03% | 403 |
|
|
2025
Q1 | $407K | Buy |
+5,919
| New | +$407K | 0.04% | 348 |
|
|
2024
Q2 | – | Sell |
-5,553
| Closed | -$244K | – | 644 |
|
|
2024
Q1 | $244K | Buy |
5,553
+38
| +0.7% | +$1.67K | 0.03% | 429 |
|
|
2023
Q4 | $277K | Buy |
5,515
+4
| +0.1% | +$201 | 0.04% | 344 |
|
|
2023
Q3 | $235K | Sell |
5,511
-2
| -0% | -$85 | 0.05% | 334 |
|
|
2023
Q2 | $263K | Buy |
5,513
+13
| +0.2% | +$620 | 0.05% | 307 |
|
|
2023
Q1 | $247K | Buy |
5,500
+1,100
| +25% | +$49.4K | 0.08% | 228 |
|
|
2022
Q4 | $200K | Buy |
+4,400
| New | +$200K | 0.08% | 252 |
|