SageView Advisory Group’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-160,349
Closed -$14.9M 796
2024
Q1
$14.9M Buy
+160,349
New +$14.9M 0.75% 17