Spire Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.1K | Sell |
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|
2025
Q2 | $84.4K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $150K | Buy |
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|
2024
Q3 | $133K | Buy |
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|
2024
Q2 | $65.7K | Sell |
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|
2024
Q1 | $57.3K | Buy |
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|
2023
Q4 | $61.4K | Buy |
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|
2023
Q3 | $49.4K | Sell |
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|
2023
Q2 | $69.6K | Sell |
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|
2023
Q1 | $66.1K | Buy |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $170K | Buy |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $149K | Buy |
|