AE Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $924K | Sell |
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|
2023
Q1 | $894K | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.54M | Sell |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $2.69M | Sell |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $5.2M | Buy |
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|
2019
Q3 | $5.77M | Sell |
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|
2019
Q2 | $5.45M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $643K | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $706K | Buy |
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|
2018
Q1 | $422K | Buy |
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|
2017
Q4 | $436K | Sell |
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|
2017
Q3 | $494K | Sell |
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|
2017
Q2 | $597K | Buy |
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|
2017
Q1 | $524K | Buy |
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|
2016
Q4 | $259K | Buy |
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