Bogart Wealth LLC’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $166K | Buy |
2,031
+113
| +6% | +$9.25K | 0.01% | 291 |
|
|
2025
Q4 | $148K | Buy |
1,918
+18
| +0.9% | +$1.36K | 0.01% | 287 |
|
|
2025
Q3 | $133K | Buy |
1,900
+30
| +2% | +$2.02K | 0.01% | 303 |
|
|
2025
Q2 | $118K | Buy |
1,870
+13
| +0.7% | +$849 | 0.01% | 313 |
|
|
2025
Q1 | $128K | Buy |
1,857
+20
| +1% | +$1.28K | 0.01% | 278 |
|
|
2024
Q4 | $108K | Buy |
1,837
+11
| +0.6% | +$691 | 0.01% | 307 |
|
|
2024
Q3 | $117K | Buy |
1,826
+14
| +0.8% | +$817 | 0.01% | 291 |
|
|
2024
Q2 | $92.9K | Buy |
1,812
+17
| +0.9% | +$796 | ﹤0.01% | 305 |
|
|
2024
Q1 | $78.1K | Buy |
1,795
+15
| +0.8% | +$681 | ﹤0.01% | 311 |
|
|
2023
Q4 | $88.7K | Buy |
1,780
+17
| +1% | +$761 | 0.01% | 286 |
|
|
2023
Q3 | $74.3K | Sell |
1,763
-2
| -0.1% | -$90 | ﹤0.01% | 281 |
|
|
2023
Q2 | $83.4K | Buy |
1,765
+16
| +0.9% | +$725 | 0.01% | 259 |
|
|
2023
Q1 | $75.8K | Buy |
1,749
+1,558
| +816% | +$75.1K | 0.01% | 259 |
|
|
2022
Q4 | $8.61K | Sell |
191
-1,544
| -89% | -$65.1K | ﹤0.01% | 580 |
|
|
2022
Q3 | $70K | Hold |
1,735
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $89K | Hold |
1,735
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $107K | Hold |
1,735
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $89K | Buy |
1,735
+113
| +7% | +$5.9K | 0.01% | 213 |
|
|
2021
Q3 | $90K | Hold |
1,622
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $93K | Hold |
1,622
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $87K | Hold |
1,622
| – | – | 0.01% | 179 |
|
|
2020
Q4 | $79K | Hold |
1,622
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $68K | Sell |
1,622
-56
| -3% | -$2.24K | 0.02% | 173 |
|
|
2020
Q2 | $61K | Hold |
1,678
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $45K | Hold |
1,678
| – | – | 0.01% | 170 |
|
|
2019
Q4 | $97K | Sell |
1,678
-51
| -3% | -$3.2K | 0.03% | 144 |
|
|
2019
Q3 | $126K | Sell |
1,729
-30
| -2% | -$2.13K | 0.06% | 110 |
|
|
2019
Q2 | $120K | Sell |
1,759
-67
| -4% | -$4.27K | 0.07% | 109 |
|
|
2019
Q1 | $116K | Sell |
1,826
-550
| -23% | -$34.4K | 0.06% | 106 |
|
|
2018
Q4 | $139K | Buy |
2,376
+464
| +24% | +$27.4K | 0.07% | 92 |
|
|
2018
Q3 | $104K | Sell |
1,912
-498
| -21% | -$28.8K | 0.06% | 103 |
|
|
2018
Q2 | $137K | Buy |
2,410
+125
| +5% | +$6.54K | 0.08% | 86 |
|
|
2018
Q1 | $114K | Sell |
2,285
-691
| -23% | -$36.2K | 0.07% | 95 |
|
|
2017
Q4 | $179K | Sell |
2,976
-5,092
| -63% | -$322K | 0.11% | 72 |
|
|
2017
Q3 | $511K | Sell |
8,068
-479
| -6% | -$32.3K | 0.38% | 46 |
|
|
2017
Q2 | $594K | Buy |
8,547
+665
| +8% | +$44.3K | 0.38% | 41 |
|
|
2017
Q1 | $513K | Buy |
7,882
+938
| +14% | +$58.4K | 0.34% | 43 |
|
|
2016
Q4 | $434K | Buy |
+6,944
| New | +$439K | 0.29% | 47 |
|
Other funds holding VTR
VPM
VCM
AAMU
