Prudent Man Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
5,012
+58
| +1% | +$3.66K | 0.1% | 136 |
|
|
2025
Q1 | $341K | Hold |
4,954
| – | – | 0.12% | 133 |
|
|
2024
Q4 | $292K | Buy |
4,954
+103
| +2% | +$6.07K | 0.11% | 134 |
|
|
2024
Q3 | $311K | Hold |
4,851
| – | – | 0.1% | 137 |
|
|
2024
Q2 | $249K | Buy |
4,851
+253
| +6% | +$13K | 0.09% | 139 |
|
|
2024
Q1 | $200K | Sell |
4,598
-315
| -6% | -$13.7K | 0.08% | 168 |
|
|
2023
Q4 | $245K | Sell |
4,913
-44
| -0.9% | -$2.19K | 0.09% | 152 |
|
|
2023
Q3 | $209K | Hold |
4,957
| – | – | 0.08% | 166 |
|
|
2023
Q2 | $234K | Buy |
4,957
+26
| +0.5% | +$1.23K | 0.09% | 168 |
|
|
2023
Q1 | $214K | Hold |
4,931
| – | – | 0.08% | 174 |
|
|
2022
Q4 | $222K | Buy |
+4,931
| New | +$222K | 0.09% | 175 |
|