Moser Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.4K | Hold |
1,305
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $89.7K | Hold |
1,305
| – | – | 0.05% | 93 |
|
|
2024
Q4 | $76.9K | Hold |
1,305
| – | – | 0.04% | 88 |
|
|
2024
Q3 | $83.7K | Hold |
1,305
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $66.9K | Hold |
1,305
| – | – | 0.04% | 92 |
|
|
2024
Q1 | $56.8K | Hold |
1,305
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $65K | Hold |
1,305
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $55K | Hold |
1,305
| – | – | 0.04% | 85 |
|
|
2023
Q2 | $61.7K | Buy |
+1,305
| New | +$61.7K | 0.04% | 84 |
|
|
2022
Q4 | $58.8K | Hold |
1,305
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $52K | Hold |
1,305
| – | – | 0.04% | 87 |
|
|
2022
Q2 | $67K | Hold |
1,305
| – | – | 0.05% | 84 |
|
|
2022
Q1 | $81K | Hold |
1,305
| – | – | 0.05% | 83 |
|
|
2021
Q4 | $67K | Hold |
1,305
| – | – | 0.04% | 89 |
|
|
2021
Q3 | $72K | Hold |
1,305
| – | – | 0.05% | 86 |
|
|
2021
Q2 | $75K | Hold |
1,305
| – | – | 0.05% | 87 |
|
|
2021
Q1 | $70K | Hold |
1,305
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $64K | Hold |
1,305
| – | – | 0.05% | 82 |
|
|
2020
Q3 | $55K | Hold |
1,305
| – | – | 0.04% | 77 |
|
|
2020
Q2 | $48K | Hold |
1,305
| – | – | 0.05% | 78 |
|
|
2020
Q1 | $35K | Hold |
1,305
| – | – | 0.04% | 80 |
|
|
2019
Q4 | $75K | Buy |
+1,305
| New | +$75K | 0.07% | 76 |
|