Sowell Financial Services’s Ventas VTR Stock Holding History

Sowell Financial Services’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2025 Q2	$205K	Buy
2025 Q1	$215K	Buy
2021 Q2	–	Sell
2021 Q1	$39K	Sell
2020 Q4	$39K	Buy
2020 Q3	$25K	Sell
2020 Q2	$26K	Sell
2020 Q1	$27K	Buy
2019 Q4	$54K	Sell
2019 Q3	$72K	Buy