JNBA Financial Advisors’s Ventas VTR Stock Holding History

JNBA Financial Advisors’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36.2K	Hold	573	–	–	﹤0.01%	325
2025 Q1	$39.4K	Hold	573	–	–	﹤0.01%	310
2024 Q4	$33.7K	Hold	573	–	–	﹤0.01%	327
2024 Q3	$36.7K	Hold	573	–	–	﹤0.01%	320
2024 Q2	$29.4K	Hold	573	–	–	﹤0.01%	344
2024 Q1	$24.9K	Hold	573	–	–	﹤0.01%	366
2023 Q4	$28.6K	Hold	573	–	–	﹤0.01%	348
2023 Q3	$24.1K	Hold	573	–	–	﹤0.01%	364
2023 Q2	$27.1K	Hold	573	–	–	﹤0.01%	357
2023 Q1	$24.8K	Hold	573	–	–	﹤0.01%	365
2022 Q4	$25.8K	Hold	573	–	–	﹤0.01%	345
2022 Q3	$23K	Hold	573	–	–	﹤0.01%	361
2022 Q2	$29K	Hold	573	–	–	﹤0.01%	346
2022 Q1	$35K	Hold	573	–	–	﹤0.01%	331
2021 Q4	$29K	Hold	573	–	–	﹤0.01%	370
2021 Q3	$32K	Hold	573	–	–	﹤0.01%	348
2021 Q2	$33K	Hold	573	–	–	﹤0.01%	340
2021 Q1	$31K	Hold	573	–	–	﹤0.01%	337
2020 Q4	$28K	Hold	573	–	–	﹤0.01%	326
2020 Q3	$24K	Hold	573	–	–	﹤0.01%	318
2020 Q2	$21K	Hold	573	–	–	﹤0.01%	329
2020 Q1	$15K	Hold	573	–	–	﹤0.01%	345
2019 Q4	$33K	Hold	573	–	–	0.01%	293
2019 Q3	$42K	Sell	573 -213	-27%	-$15.6K	0.01%	255
2019 Q2	$54K	Hold	786	–	–	0.01%	234
2019 Q1	$50K	Sell	786 -63	-7%	-$4.01K	0.01%	229
2018 Q4	$50K	Sell	849 -731	-46%	-$43.1K	0.01%	205
2018 Q3	$86K	Buy	1,580 +794	+101%	+$43.2K	0.04%	189
2018 Q2	$45K	Hold	786	–	–	0.01%	236
2018 Q1	$39K	Hold	786	–	–	0.01%	250
2017 Q4	$47K	Hold	786	–	–	0.01%	223
2017 Q3	$51K	Hold	786	–	–	0.01%	210
2017 Q2	$55K	Hold	786	–	–	0.01%	198
2017 Q1	$51K	Hold	786	–	–	0.01%	204
2016 Q4	$49K	Sell	786 -605	-43%	-$37.7K	0.01%	209
2016 Q3	$98K	Buy	1,391 +605	+77%	+$42.6K	0.01%	366
2016 Q2	$57K	Hold	786	–	–	0.02%	191
2016 Q1	$49K	Hold	786	–	–	0.02%	200
2015 Q4	$44K	Hold	786	–	–	0.02%	207
2015 Q3	$44K	Buy	786 +98	+14%	+$5.49K	0.02%	196
2015 Q2	$49K	Hold	688	–	–	0.02%	189
2015 Q1	$57K	Hold	688	–	–	0.02%	175
2014 Q4	$56K	Hold	688	–	–	0.02%	178
2014 Q3	$49K	Hold	688	–	–	0.02%	190
2014 Q2	$50K	Hold	688	–	–	0.02%	178
2014 Q1	$48K	Hold	688	–	–	0.03%	170
2013 Q4	$45K	Hold	688	–	–	0.02%	169
2013 Q3	$48K	Hold	688	–	–	0.03%	160
2013 Q2	$55K	Buy	+688	New	+$55K	0.04%	147