Integrated Wealth Concepts’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.26M | Buy |
|
|||||
|
2025
Q3 | $782K | Buy |
|
|||||
|
2025
Q2 | $582K | Buy |
|
|||||
|
2025
Q1 | $416K | Sell |
|
|||||
|
2024
Q4 | $363K | Sell |
|
|||||
|
2024
Q3 | $396K | Sell |
|
|||||
|
2024
Q2 | $343K | Sell |
|
|||||
|
2024
Q1 | $342K | Buy |
|
|||||
|
2023
Q4 | $382K | Buy |
|
|||||
|
2023
Q3 | $306K | Sell |
|
|||||
|
2023
Q2 | $388K | Buy |
|
|||||
|
2023
Q1 | $349K | Buy |
|
|||||
|
2022
Q4 | $316K | Buy |
|
|||||
|
2022
Q3 | $252K | Sell |
|
|||||
|
2022
Q2 | $388K | Buy |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $229K | Sell |
|
|||||
|
2021
Q3 | $256K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $234K | Sell |
|
|||||
|
2019
Q1 | $276K | Buy |
|