USA Financial Formulas’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
10,434
+10,418
+65,113% +$658K 0.11% 83
2025
Q1
$1.1K Sell
16
-20,060
-100% -$1.38M ﹤0.01% 261
2024
Q4
$1.18M Buy
+20,076
New +$1.18M 0.19% 44