Nicola Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
23,770
+6,770
| +40% | +$428K | 0.14% | 83 |
|
|
2025
Q1 | $1.17M | Buy |
+17,000
| New | +$1.17M | 0.11% | 98 |
|
|
2024
Q1 | – | Sell |
-24,000
| Closed | -$1.58M | – | 126 |
|
|
2023
Q4 | $1.58M | Sell |
24,000
-12,200
| -34% | -$804K | 0.17% | 95 |
|
|
2023
Q3 | $2.06M | Buy |
+36,200
| New | +$2.06M | 0.22% | 85 |
|