GWSG
VTR icon

GPS Wealth Strategies Group’s Ventas VTR Stock Holding History

GPS Wealth Strategies Group’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.8K Sell
75
-881
-92% -$66.5K ﹤0.01% 452
2025
Q3 		$66.9K Sell
956
-56
-6% -$3.76K 0.01% 602
2025
Q2 		$63.9K Buy
1,012
+10
+1% +$653 0.01% 584
2025
Q1 		$68.9K Buy
1,002
+58
+6% +$3.7K 0.01% 548
2024
Q4 		$55.6K Buy
944
+4
+0.4% +$251 0.01% 559
2024
Q3 		$60.3K Buy
940
+123
+15% +$7.18K 0.01% 541
2024
Q2 		$41.9K Buy
817
+2
+0.2% +$94 0.01% 579
2024
Q1 		$35.5K Buy
815
+3
+0.4% +$136 0.01% 590
2023
Q4 		$40.5K Buy
812
+3
+0.4% +$134 0.01% 540
2023
Q3 		$34.1K Buy
809
+2
+0.2% +$90 0.01% 582
2023
Q2 		$38.1K Buy
807
+3
+0.4% +$136 0.01% 549
2023
Q1 		$34.9K Buy
+804
New +$38.8K 0.01% 561
2022
Q4 		– Sell
-435
Closed -$17K – 1066
2022
Q3 		$17K Buy
435
+35
+9% +$1.72K ﹤0.01% 660
2022
Q2 		$21K Hold
400
– – 0.01% 615
2022
Q1 		$25K Hold
400
– – 0.01% 555
2021
Q4 		$20K Hold
400
– – ﹤0.01% 593
2021
Q3 		$22K Sell
400
-100
-20% -$5.73K 0.01% 549
2021
Q2 		$29K Hold
500
– – 0.01% 521
2021
Q1 		$26K Buy
+500
New +$25.7K 0.01% 503

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return