Old North State Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $1.37M | Sell |
|
|||||
|
2025
Q2 | $1.38M | Sell |
|
|||||
|
2025
Q1 | $2.71M | Buy |
|
|||||
|
2024
Q4 | $2.29M | Sell |
|
|||||
|
2024
Q3 | $6.79M | Buy |
|
|||||
|
2024
Q2 | $5.24M | Buy |
|
|||||
|
2024
Q1 | $2.81M | Buy |
|
|||||
|
2023
Q4 | $2.65M | Buy |
|
|||||
|
2023
Q3 | $1.94M | Buy |
|
|||||
|
2023
Q2 | $1.31M | Buy |
|
|||||
|
2023
Q1 | $1.08M | Buy |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|