Kestra 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 | $1.51M | Sell |
23,940
-81
| -0.3% | -$5.12K | 0.01% | 1232 |
|
|
2025
Q1 | $1.65M | Sell |
24,021
-1,219
| -5% | -$83.8K | 0.01% | 1079 |
|
|
2024
Q4 | $1.49M | Buy |
+25,240
| New | +$1.49M | 0.01% | 1165 |
|
|
2024
Q3 | – | Sell |
-25,557
| Closed | -$1.31M | – | 2737 |
|
|
2024
Q2 | $1.31M | Sell |
25,557
-3,076
| -11% | -$158K | 0.01% | 1175 |
|
|
2024
Q1 | $1.26M | Buy |
+28,633
| New | +$1.26M | 0.01% | 1104 |
|
|
2021
Q4 | – | Sell |
-17,551
| Closed | -$969K | – | 2197 |
|
|
2021
Q3 | $969K | Buy |
+17,551
| New | +$969K | 0.01% | 1038 |
|