Bartlett & Co Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
188
-2
| -1% | -$128 | ﹤0.01% | 901 |
|
|
2025
Q1 | $13.2K | Buy |
190
+2
| +1% | +$139 | ﹤0.01% | 885 |
|
|
2024
Q4 | $11.2K | Buy |
+188
| New | +$11.2K | ﹤0.01% | 897 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$576 | – | 1083 |
|
|
2021
Q2 | $576 | Hold |
10
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q1 | $538 | Hold |
10
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q4 | $495 | Buy |
+10
| New | +$495 | ﹤0.01% | 1150 |
|
|
2019
Q3 | – | Sell |
-290
| Closed | -$20K | – | 940 |
|
|
2019
Q2 | $20K | Sell |
290
-141
| -33% | -$9.74K | ﹤0.01% | 532 |
|
|
2019
Q1 | $27.8K | Buy |
431
+4
| +0.9% | +$258 | ﹤0.01% | 491 |
|
|
2018
Q4 | $25.4K | Buy |
427
+4
| +0.9% | +$238 | ﹤0.01% | 496 |
|
|
2018
Q3 | $23.4K | Buy |
423
+3
| +0.7% | +$166 | ﹤0.01% | 522 |
|
|
2018
Q2 | $23.9K | Buy |
420
+5
| +1% | +$284 | ﹤0.01% | 507 |
|
|
2018
Q1 | $20.9K | Buy |
+415
| New | +$20.9K | ﹤0.01% | 536 |
|