Hilltop Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
3,251
-18
| -0.6% | -$1.14K | 0.12% | 51 |
|
|
2025
Q1 | $225K | Sell |
3,269
-1,700
| -34% | -$117K | 0.13% | 48 |
|
|
2024
Q4 | $293K | Sell |
4,969
-261
| -5% | -$15.4K | 0.15% | 37 |
|
|
2024
Q3 | $335K | Hold |
5,230
| – | – | 0.16% | 39 |
|
|
2024
Q2 | $268K | Sell |
5,230
-11
| -0.2% | -$564 | 0.13% | 41 |
|
|
2024
Q1 | $228K | Buy |
5,241
+11
| +0.2% | +$479 | 0.12% | 42 |
|
|
2023
Q4 | $261K | Hold |
5,230
| – | – | 0.15% | 34 |
|
|
2023
Q3 | $220K | Hold |
5,230
| – | – | 0.17% | 32 |
|
|
2023
Q2 | $247K | Hold |
5,230
| – | – | 0.18% | 30 |
|
|
2023
Q1 | $227K | Hold |
5,230
| – | – | 0.18% | 32 |
|
|
2022
Q4 | $236K | Hold |
5,230
| – | – | 0.2% | 34 |
|
|
2022
Q3 | $210K | Hold |
5,230
| – | – | 0.22% | 35 |
|
|
2022
Q2 | $269K | Hold |
5,230
| – | – | 0.26% | 23 |
|
|
2022
Q1 | $323K | Hold |
5,230
| – | – | 0.28% | 21 |
|
|
2021
Q4 | $267K | Hold |
5,230
| – | – | 0.19% | 33 |
|
|
2021
Q3 | $289K | Hold |
5,230
| – | – | 0.2% | 31 |
|
|
2021
Q2 | $299K | Hold |
5,230
| – | – | 0.21% | 31 |
|
|
2021
Q1 | $279K | Hold |
5,230
| – | – | 0.21% | 30 |
|
|
2020
Q4 | $256K | Hold |
5,230
| – | – | 0.23% | 30 |
|
|
2020
Q3 | $219K | Buy |
+5,230
| New | +$219K | 0.22% | 28 |
|
|
2020
Q1 | – | Sell |
-5,230
| Closed | -$302K | – | 29 |
|
|
2019
Q4 | $302K | Buy |
+5,230
| New | +$302K | 0.31% | 21 |
|