RWA
Roberts Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
72,370
+721
| +1% | +$45.5K | 1.31% | 24 |
|
|
2025
Q1 | $4.93M | Sell |
71,649
-816
| -1% | -$56.1K | 1.52% | 22 |
|
|
2024
Q4 | $4.21M | Buy |
72,465
+652
| +0.9% | +$37.8K | 1.28% | 27 |
|
|
2024
Q3 | $4.48M | Buy |
71,813
+740
| +1% | +$46.2K | 1.45% | 22 |
|
|
2024
Q2 | $3.71M | Buy |
71,073
+1,708
| +2% | +$89.2K | 1.27% | 28 |
|
|
2024
Q1 | $2.93M | Buy |
+69,365
| New | +$2.93M | 1.1% | 36 |
|
|
2022
Q4 | – | Sell |
-42,173
| Closed | -$1.62M | – | 88 |
|
|
2022
Q3 | $1.62M | Buy |
+42,173
| New | +$1.62M | 0.79% | 38 |
|
|
2022
Q1 | – | Sell |
-41,325
| Closed | -$2.11M | – | 97 |
|
|
2021
Q4 | $2.11M | Buy |
41,325
+888
| +2% | +$45.4K | 0.76% | 44 |
|
|
2021
Q3 | $2.23M | Buy |
+40,437
| New | +$2.23M | 0.88% | 39 |
|