Sage Mountain Advisors’s Ventas VTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
4,535
-340
-7% -$21.5K 0.02% 338
2025
Q1
$335K Buy
4,875
+201
+4% +$13.8K 0.02% 278
2024
Q4
$275K Sell
4,674
-171
-4% -$10.1K 0.02% 313
2024
Q3
$311K Buy
+4,845
New +$311K 0.03% 280