Private Wealth Management Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68K | Hold |
90
| – | – | ﹤0.01% | 700 |
|
|
2025
Q1 | $6.19K | Sell |
90
-1
| -1% | -$69 | ﹤0.01% | 640 |
|
|
2024
Q4 | $5.36K | Sell |
91
-28
| -24% | -$1.65K | ﹤0.01% | 714 |
|
|
2024
Q3 | $7.63K | Buy |
119
+2
| +2% | +$128 | ﹤0.01% | 555 |
|
|
2024
Q2 | $6K | Buy |
117
+9
| +8% | +$461 | ﹤0.01% | 633 |
|
|
2024
Q1 | $4.7K | Buy |
108
+5
| +5% | +$218 | ﹤0.01% | 639 |
|
|
2023
Q4 | $5.13K | Buy |
+103
| New | +$5.13K | ﹤0.01% | 622 |
|