Merit 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 | $1.51M | Sell |
23,974
-2,677
| -10% | -$169K | 0.02% | 617 |
|
|
2025
Q1 | $1.83M | Buy |
26,651
+5,548
| +26% | +$381K | 0.03% | 446 |
|
|
2024
Q4 | $1.24M | Buy |
21,103
+5,115
| +32% | +$301K | 0.02% | 451 |
|
|
2024
Q3 | $1.03M | Sell |
15,988
-3,689
| -19% | -$237K | 0.02% | 421 |
|
|
2024
Q2 | $1.01M | Sell |
19,677
-2,808
| -12% | -$144K | 0.02% | 406 |
|
|
2024
Q1 | $1.05M | Buy |
22,485
+18,207
| +426% | +$852K | 0.03% | 390 |
|
|
2023
Q4 | $213K | Buy |
+4,278
| New | +$213K | 0.01% | 713 |
|
|
2023
Q3 | – | Sell |
-5,960
| Closed | -$282K | – | 783 |
|
|
2023
Q2 | $282K | Buy |
+5,960
| New | +$282K | 0.01% | 602 |
|