TFC Financial 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 | $2.27K | Hold |
36
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $2.48K | Hold |
36
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $2.12K | Hold |
36
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $2.31K | Buy |
36
+2
| +6% | +$128 | ﹤0.01% | 494 |
|
|
2024
Q2 | $1.74K | Buy |
34
+13
| +62% | +$666 | ﹤0.01% | 497 |
|
|
2024
Q1 | $915 | Buy |
21
+6
| +40% | +$261 | ﹤0.01% | 563 |
|
|
2023
Q4 | $748 | Sell |
15
-8
| -35% | -$399 | ﹤0.01% | 550 |
|
|
2023
Q3 | $969 | Buy |
23
+15
| +188% | +$632 | ﹤0.01% | 530 |
|
|
2023
Q2 | $379 | Buy |
8
+1
| +14% | +$47 | ﹤0.01% | 613 |
|
|
2023
Q1 | $304 | Buy |
+7
| New | +$304 | ﹤0.01% | 597 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 563 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 511 |
|