Sequoia Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
5,879
+640
| +12% | +$40.4K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $360K | Buy |
5,239
+73
| +1% | +$5.02K | ﹤0.01% | 984 |
|
|
2024
Q4 | $304K | Buy |
5,166
+661
| +15% | +$38.9K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $289K | Buy |
4,505
+147
| +3% | +$9.43K | ﹤0.01% | 983 |
|
|
2024
Q2 | $223K | Buy |
+4,358
| New | +$223K | ﹤0.01% | 1038 |
|
|
2024
Q1 | – | Sell |
-5,487
| Closed | -$273K | – | 1270 |
|
|
2023
Q4 | $273K | Buy |
+5,487
| New | +$273K | ﹤0.01% | 964 |
|