Cetera Investment Advisers’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.33M | Buy |
36,918
+1,209
| +3% | +$76.3K | ﹤0.01% | 1732 |
|
2025
Q1 | $2.46M | Sell |
35,709
-564
| -2% | -$38.8K | ﹤0.01% | 1599 |
|
2024
Q4 | $2.14M | Buy |
36,273
+2,287
| +7% | +$135K | ﹤0.01% | 1598 |
|
2024
Q3 | $2.18M | Buy |
33,986
+89
| +0.3% | +$5.71K | ﹤0.01% | 1570 |
|
2024
Q2 | $1.74M | Sell |
33,897
-1,428
| -4% | -$73.2K | ﹤0.01% | 1677 |
|
2024
Q1 | $1.54M | Buy |
35,325
+29,235
| +480% | +$1.27M | ﹤0.01% | 1748 |
|
2023
Q4 | $304K | Sell |
6,090
-1,748
| -22% | -$87.1K | ﹤0.01% | 1781 |
|
2023
Q3 | $330K | Sell |
7,838
-548
| -7% | -$23.1K | ﹤0.01% | 1659 |
|
2023
Q2 | $396K | Sell |
8,386
-956
| -10% | -$45.2K | ﹤0.01% | 1581 |
|
2023
Q1 | $405K | Buy |
9,342
+25
| +0.3% | +$1.08K | ﹤0.01% | 1544 |
|
2022
Q4 | $420K | Buy |
9,317
+1,435
| +18% | +$64.6K | ﹤0.01% | 1468 |
|
2022
Q3 | $317K | Buy |
7,882
+476
| +6% | +$19.1K | 0.01% | 1234 |
|
2022
Q2 | $381K | Sell |
7,406
-11,247
| -60% | -$579K | 0.01% | 1265 |
|
2022
Q1 | $1.15M | Buy |
18,653
+9,922
| +114% | +$613K | 0.02% | 769 |
|
2021
Q4 | $446K | Sell |
8,731
-1,580
| -15% | -$80.7K | 0.01% | 1255 |
|
2021
Q3 | $569K | Sell |
10,311
-702
| -6% | -$38.7K | 0.01% | 1066 |
|
2021
Q2 | $629K | Buy |
11,013
+123
| +1% | +$7.03K | 0.01% | 990 |
|
2021
Q1 | $581K | Buy |
10,890
+111
| +1% | +$5.92K | 0.01% | 896 |
|
2020
Q4 | $529K | Buy |
+10,779
| New | +$529K | 0.01% | 932 |
|
2019
Q4 | – | Sell |
-3,298
| Closed | -$240K | – | 592 |
|
2019
Q3 | $240K | Buy |
3,298
+51
| +2% | +$3.71K | 0.03% | 458 |
|
2019
Q2 | $224K | Sell |
3,247
-55
| -2% | -$3.79K | 0.03% | 461 |
|
2019
Q1 | $209K | Buy |
+3,302
| New | +$209K | 0.03% | 451 |
|