Kestra Private Wealth Services’s Ventas VTR Stock Holding History

Kestra Private Wealth Services’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$797K	Sell
2025 Q1	$921K	Buy
2024 Q4	$739K	Buy
2024 Q3	$745K	Sell
2024 Q2	$643K	Sell
2024 Q1	$584K	Buy
2023 Q4	$621K	Buy
2020 Q4	–	Sell
2020 Q3	$509K	Buy