WAG
Wiser Advisor Group’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-379
| Closed | -$26.1K | – | 251 |
|
|
2025
Q1 | $26.1K | Buy |
379
+3
| +0.8% | +$206 | 0.04% | 131 |
|
|
2024
Q4 | $22.1K | Buy |
376
+3
| +0.8% | +$177 | 0.03% | 140 |
|
|
2024
Q3 | $24K | Buy |
373
+2
| +0.5% | +$128 | 0.04% | 140 |
|
|
2024
Q2 | $19K | Buy |
371
+5
| +1% | +$256 | 0.03% | 152 |
|
|
2024
Q1 | $16K | Buy |
366
+3
| +0.8% | +$131 | 0.03% | 163 |
|
|
2023
Q4 | $18.1K | Buy |
+363
| New | +$18.1K | 0.03% | 153 |
|