West Family Investments’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
5,285
+1,319
| +33% | +$83.3K | 0.09% | 236 |
|
|
2025
Q1 | $273K | Hold |
3,966
| – | – | 0.1% | 183 |
|
|
2024
Q4 | $234K | Sell |
3,966
-56
| -1% | -$3.3K | 0.08% | 239 |
|
|
2024
Q3 | $258K | Buy |
4,022
+9
| +0.2% | +$577 | 0.09% | 232 |
|
|
2024
Q2 | $206K | Buy |
+4,013
| New | +$206K | 0.06% | 234 |
|
|
2022
Q2 | – | Sell |
-3,376
| Closed | -$209K | – | 314 |
|
|
2022
Q1 | $209K | Buy |
+3,376
| New | +$209K | 0.06% | 264 |
|