Beacon Pointe Advisors’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 | $658K | Sell |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $891K | Buy |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $913K | Buy |
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|
2020
Q2 | $769K | Buy |
|