Ascent Wealth Partners’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 | $1.96M | Sell |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $247K | Sell |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | $240K | Sell |
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|
2017
Q2 | $280K | Buy |
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|
2017
Q1 | $261K | Buy |
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|
2016
Q4 | $228K | Buy |
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|
2016
Q3 | $216K | Buy |
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|
2016
Q2 | $219K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $212K | Hold |
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|
2014
Q4 | $208K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.38M | Buy |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.2M | Buy |
|