Global Wealth Management Investment Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
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|
2025
Q2 | $883K | Buy |
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|
2025
Q1 | $897K | Buy |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $541K | Buy |
|
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $399K | Buy |
|
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $2.71M | Buy |
|
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.63M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $1.68M | Sell |
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|
2020
Q4 | $2.07M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.36M | Buy |
|
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $942K | Buy |
|