Kingsview 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 | $245K | Sell |
3,878
-2,962
| -43% | -$187K | ﹤0.01% | 1026 |
|
|
2025
Q1 | $470K | Buy |
+6,840
| New | +$470K | 0.01% | 743 |
|
|
2024
Q4 | – | Sell |
-3,520
| Closed | -$226K | – | 1193 |
|
|
2024
Q3 | $226K | Buy |
+3,520
| New | +$226K | ﹤0.01% | 988 |
|
|
2022
Q3 | – | Sell |
-4,116
| Closed | -$212K | – | 887 |
|
|
2022
Q2 | $212K | Buy |
4,116
+326
| +9% | +$16.8K | 0.01% | 752 |
|
|
2022
Q1 | $234K | Buy |
+3,790
| New | +$234K | 0.01% | 773 |
|
|
2020
Q3 | – | Sell |
-7,317
| Closed | -$268K | – | 653 |
|
|
2020
Q2 | $268K | Buy |
+7,317
| New | +$268K | 0.03% | 464 |
|
|
2020
Q1 | – | Sell |
-5,976
| Closed | -$345K | – | 534 |
|
|
2019
Q4 | $345K | Buy |
+5,976
| New | +$345K | 0.04% | 343 |
|