Larson Financial Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Buy |
414
+41
| +11% | +$2.59K | ﹤0.01% | 1348 |
|
|
2025
Q1 | $25.6K | Buy |
373
+347
| +1,335% | +$23.9K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $1.53K | Buy |
26
+16
| +160% | +$942 | ﹤0.01% | 1927 |
|
|
2024
Q3 | $641 | Buy |
+10
| New | +$641 | ﹤0.01% | 2058 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$12.6K | – | 1906 |
|
|
2023
Q3 | $12.6K | Buy |
+300
| New | +$12.6K | ﹤0.01% | 935 |
|
|
2023
Q1 | – | Hold |
0
| – | -$20 | – | 1601 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1484 |
|