Ballentine 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
Q2 | $739K | Buy |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $322K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $427K | Sell |
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|
2019
Q2 | $400K | Buy |
|