Physician Wealth Advisors’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$695 Hold
2025
Q1
$757 Hold
2024
Q4
$648 Buy
2021
Q3
Sell
2021
Q2
$204K Buy
2020
Q1
Sell
2019
Q4
$212K Buy
2019
Q3
$209K Buy