Independent Advisor Alliance’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $538 | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $733K | Sell |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $747K | Sell |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $414K | Buy |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $489K | Sell |
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|
2019
Q2 | $579K | Buy |
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|
2019
Q1 | $414K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $715K | Buy |
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