Wealth Enhancement Advisory Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
31,168
-3,605
| -10% | -$227K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $2.39M | Buy |
34,773
+10,091
| +41% | +$694K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $1.45M | Buy |
24,682
+2,263
| +10% | +$133K | ﹤0.01% | 1334 |
|
|
2024
Q3 | $1.44M | Sell |
22,419
-263
| -1% | -$16.9K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $1.16M | Buy |
22,682
+2
| +0% | +$103 | ﹤0.01% | 1209 |
|
|
2024
Q1 | $987K | Buy |
22,680
+7,979
| +54% | +$347K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $733K | Sell |
14,701
-4,333
| -23% | -$216K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $802K | Buy |
+19,034
| New | +$802K | ﹤0.01% | 1189 |
|