Spire Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.4K | Sell |
1,337
-1,465
| -52% | -$92.5K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $193K | Buy |
2,802
+256
| +10% | +$17.6K | 0.01% | 829 |
|
|
2024
Q4 | $150K | Buy |
2,546
+474
| +23% | +$27.9K | ﹤0.01% | 903 |
|
|
2024
Q3 | $133K | Buy |
2,072
+790
| +62% | +$50.7K | ﹤0.01% | 836 |
|
|
2024
Q2 | $65.7K | Sell |
1,282
-33
| -3% | -$1.69K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $57.3K | Buy |
1,315
+37
| +3% | +$1.61K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $61.4K | Buy |
1,278
+105
| +9% | +$5.05K | ﹤0.01% | 1136 |
|
|
2023
Q3 | $49.4K | Sell |
1,173
-300
| -20% | -$12.6K | ﹤0.01% | 1175 |
|
|
2023
Q2 | $69.6K | Sell |
1,473
-53
| -3% | -$2.51K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $66.1K | Buy |
1,526
+972
| +175% | +$42.1K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $25K | Buy |
554
+32
| +6% | +$1.44K | ﹤0.01% | 1284 |
|
|
2022
Q3 | $21K | Sell |
522
-1,437
| -73% | -$57.8K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $101K | Sell |
1,959
-1,537
| -44% | -$79.2K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $216K | Buy |
3,496
+34
| +1% | +$2.1K | 0.01% | 860 |
|
|
2021
Q4 | $177K | Buy |
3,462
+379
| +12% | +$19.4K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $170K | Buy |
3,083
+800
| +35% | +$44.1K | ﹤0.01% | 986 |
|
|
2021
Q2 | $130K | Sell |
2,283
-489
| -18% | -$27.8K | ﹤0.01% | 1095 |
|
|
2021
Q1 | $149K | Buy |
+2,772
| New | +$149K | ﹤0.01% | 1196 |
|