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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

VTR holding history

Ventas, Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of VTR by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−5,725−100.0%Sold outHolders
Q3 20225,725$230.0K0.1%+82+1.5%AddedHolders
Q2 20225,643$286.0K0.1%+10.0%AddedHolders
Q1 20225,642$350.0K0.1%−364−6.1%ReducedHolders
Q4 20216,006$314.0K0.1%−9−0.1%ReducedHolders
Q3 20216,015$338.0K0.1%+2,349+64.1%AddedHolders
Q2 20213,666$221.0K<0.1%+3,666NewHolders