RSWM
Robertson Stephens Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
8,581
-13
| -0.2% | -$827 | 0.02% | 350 |
|
|
2025
Q1 | $595K | Buy |
8,594
+1
| +0% | +$69 | 0.02% | 337 |
|
|
2024
Q4 | $510K | Buy |
8,593
+9
| +0.1% | +$534 | 0.02% | 354 |
|
|
2024
Q3 | $550K | Sell |
8,584
-142
| -2% | -$9.11K | 0.02% | 391 |
|
|
2024
Q2 | $447K | Buy |
8,726
+190
| +2% | +$9.74K | 0.02% | 346 |
|
|
2024
Q1 | $375K | Hold |
8,536
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $429K | Buy |
8,536
+130
| +2% | +$6.54K | 0.03% | 336 |
|
|
2023
Q3 | $358K | Sell |
8,406
-139
| -2% | -$5.92K | 0.02% | 357 |
|
|
2023
Q2 | $408K | Hold |
8,545
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $374K | Hold |
8,545
| – | – | 0.03% | 334 |
|
|
2022
Q4 | $389K | Sell |
8,545
-28
| -0.3% | -$1.27K | 0.04% | 292 |
|
|
2022
Q3 | $348K | Buy |
8,573
+7
| +0.1% | +$284 | 0.04% | 258 |
|
|
2022
Q2 | $444K | Sell |
8,566
-97
| -1% | -$5.03K | 0.04% | 246 |
|
|
2022
Q1 | $538K | Sell |
8,663
-175
| -2% | -$10.9K | 0.05% | 243 |
|
|
2021
Q4 | $455K | Buy |
+8,838
| New | +$455K | 0.04% | 269 |
|