Legacy Wealth Asset Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Buy |
|
|||||
|
2025
Q2 | $274K | Buy |
|
|||||
|
2025
Q1 | $287K | Buy |
|
|||||
|
2024
Q4 | $239K | Buy |
|
|||||
|
2024
Q3 | $259K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $449K | Buy |
|
|||||
|
2023
Q4 | $503K | Buy |
|
|||||
|
2023
Q3 | $419K | Buy |
|
|||||
|
2023
Q2 | $470K | Buy |
|
|||||
|
2023
Q1 | $414K | Sell |
|
|||||
|
2022
Q4 | $439K | Sell |
|
|||||
|
2022
Q3 | $399K | Sell |
|
|||||
|
2022
Q2 | $519K | Buy |
|
|||||
|
2022
Q1 | $528K | Sell |
|
|||||
|
2021
Q4 | $514K | Buy |
|
|||||
|
2021
Q3 | $552K | Sell |
|
|||||
|
2021
Q2 | $577K | Sell |
|
|||||
|
2021
Q1 | $581K | Sell |
|
|||||
|
2020
Q4 | $536K | Buy |
|