Venturi Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-232
| Closed | -$13.7K | – | 1819 |
|
|
2024
Q4 | $13.7K | Buy |
232
+22
| +10% | +$1.3K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $13.5K | Buy |
210
+178
| +556% | +$11.4K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $1.64K | Sell |
32
-6
| -16% | -$308 | ﹤0.01% | 1392 |
|
|
2024
Q1 | $1.66K | Sell |
38
-8
| -17% | -$348 | ﹤0.01% | 1279 |
|
|
2023
Q4 | $2.29K | Buy |
46
+17
| +59% | +$847 | ﹤0.01% | 1188 |
|
|
2023
Q3 | $1.22K | Buy |
29
+19
| +190% | +$801 | ﹤0.01% | 1264 |
|
|
2023
Q2 | $473 | Buy |
+10
| New | +$473 | ﹤0.01% | 1081 |
|
|
2016
Q2 | – | Sell |
-4,250
| Closed | -$268K | – | 148 |
|
|
2016
Q1 | $268K | Buy |
+4,250
| New | +$268K | 0.1% | 117 |
|