Private Wealth Management Group’s Ventas VTR Stock Holding History

Private Wealth Management Group’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.3K	Hold
2025 Q2	$5.68K	Hold
2025 Q1	$6.19K	Sell
2024 Q4	$5.36K	Sell
2024 Q3	$7.63K	Buy
2024 Q2	$6K	Buy
2024 Q1	$4.7K	Buy
2023 Q4	$5.13K	Buy