VWA
Valued Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382 | Hold |
6
| – | – | ﹤0.01% | 537 |
|
|
2025
Q1 | $416 | Hold |
6
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $357 | Hold |
6
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $385 | Hold |
6
| – | – | ﹤0.01% | 553 |
|
|
2024
Q2 | $308 | Hold |
6
| – | – | ﹤0.01% | 538 |
|
|
2024
Q1 | $264 | Hold |
6
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $256 | Buy |
+6
| New | +$256 | ﹤0.01% | 484 |
|