Mount Yale Investment 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
$34.9K Buy
+553
New +$34.9K ﹤0.01% 916
2018
Q2
Sell
-60
Closed -$3K 996
2018
Q1
$3K Buy
+60
New +$3K ﹤0.01% 899