Hilltop 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
Q3 | $230K | Buy |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Buy |
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