West Branch Capital’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$69 | – | 537 |
|
|
2025
Q1 | $69 | Hold |
1
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $59 | Hold |
1
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 569 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$2K | – | 477 |
|
|
2022
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 392 |
|