VCA
Verdence Capital Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
2,167
+22
| +1% | +$3.38K | 0.02% | 525 |
|
|
2025
Q1 | $329K | Buy |
2,145
+20
| +0.9% | +$3.07K | 0.03% | 506 |
|
|
2024
Q4 | $268K | Hold |
2,125
| – | – | 0.02% | 542 |
|
|
2024
Q3 | $272K | Buy |
2,125
+5
| +0.2% | +$640 | 0.02% | 549 |
|
|
2024
Q2 | $221K | Buy |
+2,120
| New | +$221K | 0.02% | 555 |
|
|
2020
Q2 | – | Sell |
-10,835
| Closed | -$496K | – | 367 |
|
|
2020
Q1 | $496K | Buy |
10,835
+2,215
| +26% | +$101K | 0.15% | 159 |
|
|
2019
Q4 | $705K | Sell |
8,620
-407
| -5% | -$33.3K | 0.17% | 136 |
|
|
2019
Q3 | $818K | Sell |
9,027
-330
| -4% | -$29.9K | 0.23% | 123 |
|
|
2019
Q2 | $763K | Sell |
9,357
-2,629
| -22% | -$214K | 0.22% | 127 |
|
|
2019
Q1 | $930K | Buy |
11,986
+222
| +2% | +$17.2K | 0.25% | 110 |
|
|
2018
Q4 | $817K | Sell |
11,764
-222
| -2% | -$15.4K | 0.23% | 101 |
|
|
2018
Q3 | $771K | Sell |
11,986
-449
| -4% | -$28.9K | 0.19% | 118 |
|
|
2018
Q2 | $780K | Sell |
12,435
-648
| -5% | -$40.6K | 0.19% | 126 |
|
|
2018
Q1 | $712K | Buy |
13,083
+4,873
| +59% | +$265K | 0.17% | 138 |
|
|
2017
Q4 | $524K | Buy |
+8,210
| New | +$524K | 0.12% | 147 |
|