Prestige Wealth Management Group’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 | $403K | Buy |
|
|||||
|
2025
Q1 | $431K | Buy |
|
|||||
|
2024
Q4 | $361K | Buy |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $20K | Hold |
|
|||||
|
2024
Q1 | $17.2K | Hold |
|
|||||
|
2023
Q4 | $19.7K | Hold |
|
|||||
|
2023
Q3 | $16.6K | Hold |
|
|||||
|
2023
Q2 | $18.7K | Hold |
|
|||||
|
2023
Q1 | $17.1K | Sell |
|
|||||
|
2022
Q4 | $18.1K | Hold |
|
|||||
|
2022
Q3 | $16K | Sell |
|
|||||
|
2022
Q2 | $21K | Sell |
|
|||||
|
2022
Q1 | $27K | Sell |
|
|||||
|
2021
Q4 | $24K | Sell |
|
|||||
|
2021
Q3 | $25K | Buy |
|
|||||
|
2021
Q2 | $21K | Sell |
|
|||||
|
2021
Q1 | $25K | Hold |
|
|||||
|
2020
Q4 | $23K | Sell |
|
|||||
|
2020
Q3 | $20K | Hold |
|
|||||
|
2020
Q2 | $18K | Buy |
|
|||||
|
2020
Q1 | $6K | Buy |
|
|||||
|
2019
Q4 | $6K | Hold |
|
|||||
|
2019
Q3 | $7K | Hold |
|
|||||
|
2019
Q2 | $7K | Hold |
|
|||||
|
2019
Q1 | $6K | Sell |
|
|||||
|
2018
Q4 | $16K | Buy |
|