Riverpoint Wealth Management Holdings’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
5,096
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $350K | Hold |
5,096
| – | – | 0.09% | 49 |
|
|
2024
Q4 | $300K | Hold |
5,096
| – | – | 0.08% | 47 |
|
|
2024
Q3 | $327K | Hold |
5,096
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $261K | Hold |
5,096
| – | – | 0.07% | 47 |
|
|
2024
Q1 | $222K | Hold |
5,096
| – | – | 0.06% | 51 |
|
|
2023
Q4 | $254K | Hold |
5,096
| – | – | 0.07% | 46 |
|
|
2023
Q3 | $215K | Hold |
5,096
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $241K | Hold |
5,096
| – | – | 0.08% | 46 |
|
|
2023
Q1 | $221K | Hold |
5,096
| – | – | 0.08% | 47 |
|
|
2022
Q4 | $230K | Hold |
5,096
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $205K | Hold |
5,096
| – | – | 0.09% | 44 |
|
|
2022
Q2 | $262K | Hold |
5,096
| – | – | 0.11% | 39 |
|
|
2022
Q1 | $315K | Hold |
5,096
| – | – | 0.11% | 39 |
|
|
2021
Q4 | $261K | Hold |
5,096
| – | – | 0.09% | 42 |
|
|
2021
Q3 | $281K | Sell |
5,096
-2,544
| -33% | -$140K | 0.1% | 53 |
|
|
2021
Q2 | $436K | Sell |
7,640
-2,544
| -25% | -$145K | 0.12% | 62 |
|
|
2021
Q1 | $543K | Sell |
10,184
-5,088
| -33% | -$271K | 0.16% | 51 |
|
|
2020
Q4 | $749K | Hold |
15,272
| – | – | 0.24% | 42 |
|
|
2020
Q3 | $641K | Buy |
15,272
+7,830
| +105% | +$329K | 0.23% | 42 |
|
|
2020
Q2 | $273K | Buy |
+7,442
| New | +$273K | 0.11% | 64 |
|
|
2020
Q1 | – | Sell |
-3,736
| Closed | -$216K | – | 76 |
|
|
2019
Q4 | $216K | Buy |
+3,736
| New | +$216K | 0.09% | 71 |
|