VU
Vanderbilt University’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
35,747
-2,695
| -7% | -$414K | 1.04% | 20 |
|
|
2025
Q1 | $5.89M | Buy |
38,442
+7,797
| +25% | +$1.19M | 1.13% | 15 |
|
|
2024
Q4 | $3.86M | Buy |
30,645
+1,784
| +6% | +$225K | 0.76% | 27 |
|
|
2024
Q3 | $3.7M | Sell |
28,861
-2,971
| -9% | -$380K | 0.68% | 27 |
|
|
2024
Q2 | $3.32M | Buy |
31,832
+20,528
| +182% | +$2.14M | 0.69% | 25 |
|
|
2024
Q1 | $1.06M | Buy |
11,304
+8,757
| +344% | +$818K | 0.22% | 41 |
|
|
2023
Q4 | $230K | Sell |
2,547
-7,570
| -75% | -$683K | 0.06% | 51 |
|
|
2023
Q3 | $829K | Buy |
10,117
+343
| +4% | +$28.1K | 0.21% | 25 |
|
|
2023
Q2 | $791K | Sell |
9,774
-3,158
| -24% | -$255K | 0.2% | 16 |
|
|
2023
Q1 | $927K | Buy |
12,932
+1,680
| +15% | +$120K | 0.23% | 16 |
|
|
2022
Q4 | $738K | Sell |
11,252
-129
| -1% | -$8.46K | 0.19% | 19 |
|
|
2022
Q3 | $732K | Buy |
11,381
+2,892
| +34% | +$186K | 0.19% | 19 |
|
|
2022
Q2 | $699K | Buy |
+8,489
| New | +$699K | 0.18% | 18 |
|