LifePlan Financial’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
7,403
-4,530
| -38% | -$286K | 0.39% | 66 |
|
|
2025
Q1 | $821K | Sell |
11,933
-2,922
| -20% | -$201K | 0.72% | 43 |
|
|
2024
Q4 | $875K | Sell |
14,855
-502
| -3% | -$29.6K | 0.77% | 40 |
|
|
2024
Q3 | $985K | Buy |
15,357
+3,606
| +31% | +$231K | 0.85% | 35 |
|
|
2024
Q2 | $602K | Buy |
11,751
+386
| +3% | +$19.8K | 0.55% | 52 |
|
|
2024
Q1 | $495K | Buy |
11,365
+2,081
| +22% | +$90.6K | 0.45% | 62 |
|
|
2023
Q4 | $463K | Buy |
+9,284
| New | +$463K | 0.46% | 65 |
|