RWA Wealth Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
7,407
+209
| +3% | +$13.2K | 0.01% | 437 |
|
|
2025
Q1 | $495K | Buy |
+7,198
| New | +$495K | 0.01% | 406 |
|
|
2018
Q3 | – | Sell |
-269
| Closed | -$15K | – | 687 |
|
|
2018
Q2 | $15K | Sell |
269
-9
| -3% | -$502 | ﹤0.01% | 571 |
|
|
2018
Q1 | $14K | Buy |
+278
| New | +$14K | ﹤0.01% | 436 |
|