Waverly Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
4,025
+132
| +3% | +$8.34K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $268K | Buy |
3,893
+335
| +9% | +$23K | ﹤0.01% | 962 |
|
|
2024
Q4 | $210K | Buy |
+3,558
| New | +$210K | ﹤0.01% | 910 |
|
|
2018
Q1 | – | Sell |
-222
| Closed | -$13K | – | 357 |
|
|
2017
Q4 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 312 |
|
|
2014
Q1 | – | Sell |
-385
| Closed | -$25K | – | 838 |
|
|
2013
Q4 | $25K | Hold |
385
| – | – | 0.01% | 427 |
|
|
2013
Q3 | $27K | Buy |
+385
| New | +$27K | 0.01% | 326 |
|