Venturi Wealth Management’s Ventas VTR Stock Holding History

Venturi Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$13.7K	Buy
2024 Q3	$13.5K	Buy
2024 Q2	$1.64K	Sell
2024 Q1	$1.66K	Sell
2023 Q4	$2.29K	Buy
2023 Q3	$1.22K	Buy
2023 Q2	$473	Buy
2016 Q2	–	Sell
2016 Q1	$268K	Buy