Naviter Wealth’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 | $2.49M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.22M | Buy |
|
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $968K | Buy |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $261K | Buy |
|