NWAG
VTR icon

Net Worth Advisory Group’s Ventas VTR Stock Holding History

Net Worth Advisory Group’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$413K Buy
6,535
+356
+6% +$22.5K 0.09% 222
2025
Q1 		$425K Sell
6,179
-2,657
-30% -$183K 0.13% 182
2024
Q4 		$520K Buy
8,836
+2,871
+48% +$169K 0.16% 165
2024
Q3 		$383K Buy
+5,965
New +$383K 0.11% 204