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Ritholtz Wealth Management’s Ventas VTR Stock Holding History

Ritholtz Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.14M Sell
33,867
-2,790
-8% -$176K 0.05% 279
2025
Q1 		$2.52M Buy
36,657
+9,315
+34% +$641K 0.08% 195
2024
Q4 		$1.61M Buy
27,342
+19,222
+237% +$1.13M 0.05% 269
2024
Q3 		$521K Buy
+8,120
New +$521K 0.02% 543