Financial Gravity Asset Management’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	$1.64K	Hold	20	–	–	﹤0.01%	724
2025 Q4	$1.55K	Hold	20	–	–	﹤0.01%	616
2025 Q3	$1.4K	Buy	+20	New	+$1.34K	﹤0.01%	789
2025 Q1	$1.38K	Buy	+20	New	+$1.28K	﹤0.01%	853
2024 Q2	$1.02K	Sell	20 -32	-62%	-$1.5K	﹤0.01%	817
2024 Q1	$2.39K	Buy	52 +32	+160%	+$1.45K	﹤0.01%	1039
2023 Q4	$997	Buy	+20	New	+$896	﹤0.01%	1047
2023 Q3	–	Sell	-47	Closed	-$1.05K	–	1778
2023 Q2	$1.05K	Buy	+47	New	+$2.13K	﹤0.01%	800
2023 Q1	–	Sell	-45	Closed	-$902	–	1678
2022 Q4	$902	Buy	+45	New	+$1.9K	﹤0.01%	688
2020 Q1	–	Hold	0	–	-$58K	–	1390
2019 Q4	–	Sell	-1	Closed	-$63	–	564
2019 Q3	$0	Sell	1 -15	-94%	-$1.06K	﹤0.01%	1615
2019 Q2	$1K	Sell	16 -58	-78%	-$3.7K	﹤0.01%	1145
2019 Q1	$5K	Buy	+74	New	+$4.62K	﹤0.01%	705
2018 Q3	$5K	Sell	90 -105	-54%	-$6.08K	0.01%	748
2018 Q2	$11K	Buy	195 +104	+114%	+$5.44K	0.01%	557
2018 Q1	$5K	Buy	+91	New	+$4.77K	0.01%	753