Creative Planning’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
66,503
-98
| -0.1% | -$6.19K | ﹤0.01% | 843 |
|
|
2025
Q1 | $4.58M | Buy |
66,601
+15,107
| +29% | +$1.04M | ﹤0.01% | 746 |
|
|
2024
Q4 | $3.03M | Sell |
51,494
-1,304
| -2% | -$76.8K | ﹤0.01% | 890 |
|
|
2024
Q3 | $3.39M | Buy |
52,798
+4,593
| +10% | +$295K | ﹤0.01% | 803 |
|
|
2024
Q2 | $2.47M | Buy |
48,205
+11,219
| +30% | +$575K | ﹤0.01% | 898 |
|
|
2024
Q1 | $1.61M | Buy |
36,986
+7,415
| +25% | +$323K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $1.47M | Buy |
29,571
+2,526
| +9% | +$126K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $1.14M | Buy |
27,045
+1,889
| +8% | +$79.6K | ﹤0.01% | 1105 |
|
|
2023
Q2 | $1.19M | Sell |
25,156
-1,703
| -6% | -$80.5K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $1.16M | Buy |
26,859
+2,096
| +8% | +$90.9K | ﹤0.01% | 995 |
|
|
2022
Q4 | $1.12M | Buy |
24,763
+1,852
| +8% | +$83.4K | ﹤0.01% | 982 |
|
|
2022
Q3 | $920K | Buy |
22,911
+2,406
| +12% | +$96.6K | ﹤0.01% | 994 |
|
|
2022
Q2 | $1.06M | Buy |
20,505
+4,774
| +30% | +$246K | ﹤0.01% | 949 |
|
|
2022
Q1 | $972K | Sell |
15,731
-2,159
| -12% | -$133K | ﹤0.01% | 999 |
|
|
2021
Q4 | $915K | Buy |
17,890
+881
| +5% | +$45.1K | ﹤0.01% | 994 |
|
|
2021
Q3 | $939K | Buy |
17,009
+2,822
| +20% | +$156K | ﹤0.01% | 977 |
|
|
2021
Q2 | $810K | Sell |
14,187
-11,539
| -45% | -$659K | ﹤0.01% | 1026 |
|
|
2021
Q1 | $1.37M | Sell |
25,726
-1,346
| -5% | -$71.8K | ﹤0.01% | 874 |
|
|
2020
Q4 | $1.33M | Buy |
27,072
+3,023
| +13% | +$148K | ﹤0.01% | 817 |
|
|
2020
Q3 | $1.01M | Sell |
24,049
-26,374
| -52% | -$1.11M | ﹤0.01% | 791 |
|
|
2020
Q2 | $1.85M | Sell |
50,423
-1,572
| -3% | -$57.6K | 0.01% | 518 |
|
|
2020
Q1 | $1.39M | Buy |
51,995
+2,249
| +5% | +$60.3K | ﹤0.01% | 535 |
|
|
2019
Q4 | $2.87M | Sell |
49,746
-3,213
| -6% | -$185K | 0.01% | 406 |
|
|
2019
Q3 | $3.87M | Buy |
52,959
+1,992
| +4% | +$145K | 0.01% | 337 |
|
|
2019
Q2 | $3.48M | Buy |
50,967
+1,049
| +2% | +$71.7K | 0.01% | 355 |
|
|
2019
Q1 | $3.19M | Sell |
49,918
-1,119
| -2% | -$71.4K | 0.01% | 357 |
|
|
2018
Q4 | $2.99M | Buy |
51,037
+3,429
| +7% | +$201K | 0.01% | 346 |
|
|
2018
Q3 | $2.59M | Buy |
47,608
+759
| +2% | +$41.3K | 0.01% | 414 |
|
|
2018
Q2 | $2.67M | Sell |
46,849
-2,614
| -5% | -$149K | 0.01% | 401 |
|
|
2018
Q1 | $2.45M | Buy |
49,463
+4,164
| +9% | +$206K | 0.01% | 410 |
|
|
2017
Q4 | $2.72M | Sell |
45,299
-78
| -0.2% | -$4.68K | 0.01% | 383 |
|
|
2017
Q3 | $2.96M | Buy |
45,377
+2,452
| +6% | +$160K | 0.01% | 354 |
|
|
2017
Q2 | $2.98M | Sell |
42,925
-634
| -1% | -$44K | 0.02% | 327 |
|
|
2017
Q1 | $2.83M | Sell |
43,559
-1,836
| -4% | -$119K | 0.02% | 329 |
|
|
2016
Q4 | $2.84M | Buy |
45,395
+4,778
| +12% | +$299K | 0.02% | 313 |
|
|
2016
Q3 | $2.87M | Buy |
40,617
+785
| +2% | +$55.4K | 0.02% | 298 |
|
|
2016
Q2 | $2.9M | Sell |
39,832
-7,813
| -16% | -$569K | 0.02% | 258 |
|
|
2016
Q1 | $3M | Buy |
47,645
+3,851
| +9% | +$242K | 0.02% | 240 |
|
|
2015
Q4 | $2.47M | Buy |
43,794
+1,446
| +3% | +$81.6K | 0.02% | 267 |
|
|
2015
Q3 | $2.37M | Buy |
42,348
+26,245
| +163% | +$1.47M | 0.02% | 263 |
|
|
2015
Q2 | $1.14M | Buy |
16,103
+5,071
| +46% | +$360K | 0.01% | 430 |
|
|
2015
Q1 | $920K | Sell |
11,032
-861
| -7% | -$71.8K | 0.01% | 497 |
|
|
2014
Q4 | $974K | Buy |
11,893
+2,969
| +33% | +$243K | 0.01% | 457 |
|
|
2014
Q3 | $631K | Buy |
8,924
+669
| +8% | +$47.3K | 0.01% | 564 |
|
|
2014
Q2 | $604K | Sell |
8,255
-689
| -8% | -$50.4K | 0.01% | 572 |
|
|
2014
Q1 | $619K | Buy |
8,944
+848
| +10% | +$58.7K | 0.01% | 533 |
|
|
2013
Q4 | $530K | Buy |
8,096
+134
| +2% | +$8.77K | 0.01% | 506 |
|
|
2013
Q3 | $559K | Buy |
7,962
+2,605
| +49% | +$183K | 0.01% | 420 |
|
|
2013
Q2 | $425K | Buy |
+5,357
| New | +$425K | 0.01% | 445 |
|