Principal Securities’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
5,630
+528
+10% +$33.3K 0.01% 997
2025
Q1
$300K Hold
5,102
0.01% 969
2024
Q4
$300K Buy
5,102
+562
+12% +$33.1K 0.01% 963
2024
Q3
$291K Buy
4,540
+378
+9% +$24.2K 0.01% 946
2024
Q2
$213K Sell
4,162
-155
-4% -$7.95K 0.01% 1017
2024
Q1
$188K Buy
4,317
+153
+4% +$6.66K 0.01% 1036
2023
Q4
$208K Buy
+4,164
New +$208K 0.01% 923