Naviter Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
33,238
+3,069
| +10% | +$195K | 0.26% | 107 |
|
|
2025
Q1 | $2.07M | Buy |
30,169
+200
| +0.7% | +$13.8K | 0.25% | 112 |
|
|
2024
Q4 | $1.78M | Buy |
29,969
+2,792
| +10% | +$166K | 0.21% | 128 |
|
|
2024
Q3 | $1.74M | Sell |
27,177
-1,815
| -6% | -$116K | 0.24% | 118 |
|
|
2024
Q2 | $1.49M | Buy |
28,992
+1,230
| +4% | +$63.1K | 0.22% | 127 |
|
|
2024
Q1 | $1.22M | Buy |
27,762
+998
| +4% | +$43.9K | 0.2% | 138 |
|
|
2023
Q4 | $1.35M | Buy |
26,764
+3,203
| +14% | +$161K | 0.27% | 96 |
|
|
2023
Q3 | $1M | Buy |
23,561
+3,274
| +16% | +$139K | 0.24% | 99 |
|
|
2023
Q2 | $968K | Buy |
20,287
+2,992
| +17% | +$143K | 0.25% | 106 |
|
|
2023
Q1 | $758K | Buy |
17,295
+2,084
| +14% | +$91.3K | 0.26% | 108 |
|
|
2022
Q4 | $776K | Buy |
15,211
+3,322
| +28% | +$169K | 0.21% | 109 |
|
|
2022
Q3 | $483K | Buy |
11,889
+6,863
| +137% | +$279K | 0.2% | 126 |
|
|
2022
Q2 | $261K | Buy |
+5,026
| New | +$261K | 0.11% | 165 |
|