IFP 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 | $61.5K | Buy |
974
+370
| +61% | +$23.4K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $41.5K | Sell |
604
-36
| -6% | -$2.48K | ﹤0.01% | 1978 |
|
|
2024
Q4 | $37.7K | Buy |
640
+103
| +19% | +$6.07K | ﹤0.01% | 1956 |
|
|
2024
Q3 | $34.4K | Sell |
537
-26
| -5% | -$1.67K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $28.9K | Buy |
563
+63
| +13% | +$3.23K | ﹤0.01% | 1909 |
|
|
2024
Q1 | $21.8K | Buy |
500
+19
| +4% | +$828 | ﹤0.01% | 1930 |
|
|
2023
Q4 | $24K | Sell |
481
-489
| -50% | -$24.4K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $40.9K | Sell |
970
-117
| -11% | -$4.93K | ﹤0.01% | 1639 |
|
|
2023
Q2 | $51.4K | Sell |
1,087
-457
| -30% | -$21.6K | ﹤0.01% | 1587 |
|
|
2023
Q1 | $84.7K | Sell |
1,544
-2,996
| -66% | -$164K | ﹤0.01% | 1338 |
|
|
2022
Q4 | $257K | Sell |
4,540
-2,393
| -35% | -$135K | 0.01% | 1225 |
|
|
2022
Q3 | $386K | Buy |
6,933
+679
| +11% | +$37.8K | 0.01% | 1048 |
|
|
2022
Q2 | $351K | Hold |
6,254
| – | – | 0.01% | 999 |
|
|
2022
Q1 | $351K | Buy |
6,254
+4,007
| +178% | +$225K | 0.01% | 999 |
|
|
2021
Q4 | $117K | Sell |
2,247
-917
| -29% | -$47.7K | ﹤0.01% | 1181 |
|
|
2021
Q3 | $179K | Sell |
3,164
-1,566
| -33% | -$88.6K | ﹤0.01% | 979 |
|
|
2021
Q2 | $268K | Buy |
4,730
+293
| +7% | +$16.6K | 0.01% | 764 |
|
|
2021
Q1 | $234K | Sell |
4,437
-3,792
| -46% | -$200K | ﹤0.01% | 769 |
|
|
2020
Q4 | $401K | Sell |
8,229
-865
| -10% | -$42.2K | 0.02% | 568 |
|
|
2020
Q3 | $384K | Sell |
9,094
-1,128
| -11% | -$47.6K | 0.02% | 501 |
|
|
2020
Q2 | $376K | Sell |
10,222
-1,179
| -10% | -$43.4K | 0.03% | 475 |
|
|
2020
Q1 | $327K | Sell |
11,401
-1,046
| -8% | -$30K | 0.03% | 436 |
|
|
2019
Q4 | $721K | Sell |
12,447
-2,044
| -14% | -$118K | 0.05% | 353 |
|
|
2019
Q3 | $1.07M | Buy |
+14,491
| New | +$1.07M | 0.07% | 288 |
|
|
2019
Q1 | $307K | Sell |
4,851
-23,602
| -83% | -$1.49M | 0.04% | 371 |
|
|
2018
Q4 | $1.69M | Sell |
28,453
-7,669
| -21% | -$455K | 0.1% | 219 |
|
|
2018
Q3 | $1.96M | Buy |
36,122
+1,190
| +3% | +$64.7K | 0.08% | 265 |
|
|
2018
Q2 | $1.99M | Sell |
34,932
-4,671
| -12% | -$266K | 0.08% | 249 |
|
|
2018
Q1 | $2.38M | Hold |
39,603
| – | – | 0.11% | 212 |
|
|
2017
Q4 | $2.38M | Sell |
39,603
-1,618
| -4% | -$97.1K | 0.11% | 211 |
|
|
2017
Q3 | $2.69M | Sell |
41,221
-9,724
| -19% | -$633K | 0.11% | 208 |
|
|
2017
Q2 | $3.54M | Buy |
50,945
+2,266
| +5% | +$157K | 0.15% | 151 |
|
|
2017
Q1 | $3.17M | Sell |
48,679
-12,728
| -21% | -$828K | 0.14% | 165 |
|
|
2016
Q4 | $3.84M | Sell |
61,407
-4,035
| -6% | -$252K | 0.19% | 124 |
|
|
2016
Q3 | $4.62M | Buy |
65,442
+625
| +1% | +$44.1K | 0.24% | 85 |
|
|
2016
Q2 | $4.72M | Buy |
64,817
+59,966
| +1,236% | +$4.37M | 0.26% | 79 |
|
|
2016
Q1 | $307K | Sell |
4,851
-31,454
| -87% | -$1.99M | 0.04% | 371 |
|
|
2015
Q4 | $2.05M | Buy |
+36,305
| New | +$2.05M | 0.14% | 161 |
|