EP Wealth 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 | $716K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $346K | Sell |
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|
2019
Q4 | $785K | Buy |
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|
2019
Q3 | $944K | Sell |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $771K | Sell |
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|
2018
Q3 | $796K | Buy |
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