Avantax Advisory Services’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
60,365
-5,012
| -8% | -$317K | 0.02% | 545 |
|
|
2025
Q1 | $4.5M | Sell |
65,377
-1,966
| -3% | -$135K | 0.03% | 445 |
|
|
2024
Q4 | $3.97M | Sell |
67,343
-866
| -1% | -$51K | 0.02% | 469 |
|
|
2024
Q3 | $4.37M | Sell |
68,209
-512
| -0.7% | -$32.8K | 0.03% | 421 |
|
|
2024
Q2 | $3.52M | Buy |
68,721
+45,581
| +197% | +$2.34M | 0.03% | 480 |
|
|
2024
Q1 | $1.01M | Sell |
23,140
-7,356
| -24% | -$320K | 0.01% | 744 |
|
|
2023
Q4 | $1.52M | Buy |
30,496
+4,198
| +16% | +$209K | 0.02% | 589 |
|
|
2023
Q3 | $1.11M | Sell |
26,298
-579
| -2% | -$24.4K | 0.01% | 646 |
|
|
2023
Q2 | $1.27M | Sell |
26,877
-6
| -0% | -$284 | 0.01% | 601 |
|
|
2023
Q1 | $1.17M | Sell |
26,883
-2,645
| -9% | -$115K | 0.01% | 609 |
|
|
2022
Q4 | $1.33M | Buy |
29,528
+18,021
| +157% | +$812K | 0.02% | 533 |
|
|
2022
Q3 | $462K | Sell |
11,507
-971
| -8% | -$39K | 0.01% | 814 |
|
|
2022
Q2 | $642K | Sell |
12,478
-2,742
| -18% | -$141K | 0.01% | 682 |
|
|
2022
Q1 | $938K | Buy |
15,220
+5,419
| +55% | +$334K | 0.01% | 556 |
|
|
2021
Q4 | $501K | Buy |
9,801
+557
| +6% | +$28.5K | 0.01% | 758 |
|
|
2021
Q3 | $509K | Sell |
9,244
-2,229
| -19% | -$123K | 0.01% | 717 |
|
|
2021
Q2 | $656K | Buy |
11,473
+1,752
| +18% | +$100K | 0.01% | 601 |
|
|
2021
Q1 | $521K | Buy |
9,721
+500
| +5% | +$26.8K | 0.01% | 608 |
|
|
2020
Q4 | $453K | Sell |
9,221
-11,989
| -57% | -$589K | 0.01% | 585 |
|
|
2020
Q3 | $886K | Buy |
21,210
+10,968
| +107% | +$458K | 0.01% | 570 |
|
|
2020
Q2 | $375K | Sell |
10,242
-6,271
| -38% | -$230K | 0.01% | 561 |
|
|
2020
Q1 | $442K | Buy |
16,513
+767
| +5% | +$20.5K | 0.01% | 466 |
|
|
2019
Q4 | $913K | Buy |
15,746
+9,264
| +143% | +$537K | 0.02% | 353 |
|
|
2019
Q3 | $477K | Buy |
6,482
+3,060
| +89% | +$225K | 0.02% | 329 |
|
|
2019
Q2 | $234K | Buy |
3,422
+172
| +5% | +$11.8K | 0.01% | 449 |
|
|
2019
Q1 | $207K | Buy |
+3,250
| New | +$207K | 0.01% | 455 |
|