Summit Financial’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,291
| Closed | -$226K | – | 834 |
|
|
2025
Q1 | $226K | Buy |
+3,291
| New | +$226K | 0.01% | 669 |
|
|
2022
Q4 | – | Sell |
-9,849
| Closed | -$400K | – | 270 |
|
|
2022
Q3 | $400K | Buy |
9,849
+3,541
| +56% | +$144K | 0.04% | 187 |
|
|
2022
Q2 | $327K | Buy |
+6,308
| New | +$327K | 0.03% | 190 |
|