IHT Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
4,185
-196
| -4% | -$12.4K | 0.01% | 947 |
|
|
2025
Q1 | $301K | Sell |
4,381
-81
| -2% | -$5.56K | 0.01% | 857 |
|
|
2024
Q4 | $263K | Sell |
4,462
-1,512
| -25% | -$89K | 0.01% | 907 |
|
|
2024
Q3 | $383K | Buy |
5,974
+1,541
| +35% | +$98.8K | 0.01% | 813 |
|
|
2024
Q2 | $229K | Sell |
4,433
-967
| -18% | -$49.9K | 0.01% | 899 |
|
|
2024
Q1 | $235K | Sell |
5,400
-227
| -4% | -$9.88K | 0.01% | 891 |
|
|
2023
Q4 | $280K | Sell |
5,627
-285
| -5% | -$14.2K | 0.01% | 792 |
|
|
2023
Q3 | $249K | Sell |
5,912
-205
| -3% | -$8.64K | 0.01% | 803 |
|
|
2023
Q2 | $289K | Sell |
6,117
-937
| -13% | -$44.3K | 0.02% | 741 |
|
|
2023
Q1 | $306K | Buy |
7,054
+209
| +3% | +$9.06K | 0.02% | 696 |
|
|
2022
Q4 | $308K | Sell |
6,845
-4,424
| -39% | -$199K | 0.02% | 652 |
|
|
2022
Q3 | $453K | Buy |
11,269
+4,479
| +66% | +$180K | 0.03% | 483 |
|
|
2022
Q2 | $349K | Sell |
6,790
-178
| -3% | -$9.15K | 0.03% | 481 |
|
|
2022
Q1 | $430K | Sell |
6,968
-797
| -10% | -$49.2K | 0.03% | 452 |
|
|
2021
Q4 | $397K | Sell |
7,765
-648
| -8% | -$33.1K | 0.03% | 503 |
|
|
2021
Q3 | $464K | Sell |
8,413
-3,405
| -29% | -$188K | 0.04% | 444 |
|
|
2021
Q2 | $675K | Sell |
11,818
-958
| -7% | -$54.7K | 0.04% | 427 |
|
|
2021
Q1 | $681K | Buy |
12,776
+1,981
| +18% | +$106K | 0.05% | 366 |
|
|
2020
Q4 | $529K | Buy |
10,795
+4,815
| +81% | +$236K | 0.04% | 389 |
|
|
2020
Q3 | $251K | Sell |
5,980
-310
| -5% | -$13K | 0.03% | 539 |
|
|
2020
Q2 | $230K | Sell |
6,290
-4,614
| -42% | -$169K | 0.03% | 481 |
|
|
2020
Q1 | $292K | Sell |
10,904
-2,667
| -20% | -$71.4K | 0.04% | 397 |
|
|
2019
Q4 | $784K | Sell |
13,571
-750
| -5% | -$43.3K | 0.09% | 253 |
|
|
2019
Q3 | $1.01M | Buy |
14,321
+1,512
| +12% | +$107K | 0.14% | 168 |
|
|
2019
Q2 | $884K | Buy |
12,809
+881
| +7% | +$60.8K | 0.13% | 182 |
|
|
2019
Q1 | $761K | Buy |
11,928
+475
| +4% | +$30.3K | 0.13% | 189 |
|
|
2018
Q4 | $671K | Sell |
11,453
-659
| -5% | -$38.6K | 0.13% | 190 |
|
|
2018
Q3 | $659K | Sell |
12,112
-616
| -5% | -$33.5K | 0.14% | 182 |
|
|
2018
Q2 | $725K | Buy |
12,728
+2,358
| +23% | +$134K | 0.19% | 148 |
|
|
2018
Q1 | $512K | Buy |
10,370
+873
| +9% | +$43.1K | 0.14% | 179 |
|
|
2017
Q4 | $555K | Buy |
9,497
+5,361
| +130% | +$313K | 0.15% | 172 |
|
|
2017
Q3 | $262K | Sell |
4,136
-508
| -11% | -$32.2K | 0.11% | 205 |
|
|
2017
Q2 | $56 | Buy |
4,644
+492
| +12% | +$6 | 0.03% | 479 |
|
|
2017
Q1 | $268K | Buy |
4,152
+576
| +16% | +$37.2K | 0.18% | 140 |
|
|
2016
Q4 | $222K | Buy |
+3,576
| New | +$222K | 0.17% | 143 |
|