Clearstead Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1K | Sell |
889
-158
| -15% | -$9.98K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $72K | Buy |
1,047
+812
| +346% | +$55.8K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $13.9K | Sell |
235
-307
| -57% | -$18.1K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $34.8K | Buy |
542
+35
| +7% | +$2.25K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $26K | Hold |
507
| – | – | ﹤0.01% | 1307 |
|
|
2024
Q1 | $24.1K | Sell |
507
-28
| -5% | -$1.33K | ﹤0.01% | 912 |
|
|
2023
Q4 | $26.7K | Sell |
535
-79
| -13% | -$3.94K | ﹤0.01% | 889 |
|
|
2023
Q3 | $25.9K | Buy |
614
+307
| +100% | +$12.9K | ﹤0.01% | 982 |
|
|
2023
Q2 | $14.5K | Sell |
307
-34
| -10% | -$1.61K | ﹤0.01% | 936 |
|
|
2023
Q1 | $14.8K | Buy |
341
+19
| +6% | +$824 | ﹤0.01% | 890 |
|
|
2022
Q4 | $14.5K | Buy |
322
+198
| +160% | +$8.92K | ﹤0.01% | 855 |
|
|
2022
Q3 | $5K | Sell |
124
-113
| -48% | -$4.56K | ﹤0.01% | 983 |
|
|
2022
Q2 | $12K | Hold |
237
| – | – | ﹤0.01% | 902 |
|
|
2022
Q1 | $15K | Hold |
237
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $12K | Hold |
237
| – | – | ﹤0.01% | 912 |
|
|
2021
Q3 | $13K | Sell |
237
-25
| -10% | -$1.37K | ﹤0.01% | 909 |
|
|
2021
Q2 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 751 |
|