Key Financial Inc’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3K | Hold |
138
| – | – | ﹤0.01% | 860 |
|
|
2025
Q4 | $10.7K | Hold |
138
| – | – | ﹤0.01% | 871 |
|
|
2025
Q3 | $9.7K | Hold |
138
| – | – | ﹤0.01% | 888 |
|
|
2025
Q2 | $8.71K | Hold |
138
| – | – | ﹤0.01% | 894 |
|
|
2025
Q1 | $9.49K | Hold |
138
| – | – | ﹤0.01% | 830 |
|
|
2024
Q4 | $8.13K | Hold |
138
| – | – | ﹤0.01% | 861 |
|
|
2024
Q3 | $8.85K | Buy |
138
+9
| +7% | +$525 | ﹤0.01% | 833 |
|
|
2024
Q2 | $6.61K | Hold |
129
| – | – | ﹤0.01% | 879 |
|
|
2024
Q1 | $5.62K | Hold |
129
| – | – | ﹤0.01% | 906 |
|
|
2023
Q4 | $6.43K | Hold |
129
| – | – | ﹤0.01% | 847 |
|
|
2023
Q3 | $5.43K | Hold |
129
| – | – | ﹤0.01% | 881 |
|
|
2023
Q2 | $6.1K | Buy |
129
+94
| +269% | +$4.26K | ﹤0.01% | 856 |
|
|
2023
Q1 | $1.52K | Hold |
35
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $1.41K | Hold |
35
| – | – | ﹤0.01% | 997 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 967 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 831 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $2K | Buy |
+35
| New | +$1.8K | ﹤0.01% | 700 |
|
|
2020
Q2 | – | Sell |
-252
| Closed | -$7K | – | 632 |
|
|
2020
Q1 | $7K | Buy |
+252
| New | +$12.5K | 0.01% | 476 |
|
Other funds holding VTR
VPM
VCM
AAMU
