NewEdge 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 | $723K | Buy |
|
|||||
|
2025
Q2 | $649K | Sell |
|
|||||
|
2025
Q1 | $773K | Sell |
|
|||||
|
2024
Q4 | $826K | Buy |
|
|||||
|
2024
Q3 | $634K | Buy |
|
|||||
|
2024
Q2 | $266K | Sell |
|
|||||
|
2024
Q1 | $246K | Hold |
|
|||||
|
2023
Q4 | $265K | Sell |
|
|||||
|
2023
Q3 | $227K | Sell |
|
|||||
|
2023
Q2 | $313K | Sell |
|
|||||
|
2023
Q1 | $293K | Buy |
|
|||||
|
2022
Q4 | $267K | Buy |
|
|||||
|
2022
Q3 | $220K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $524K | Buy |
|