
Koshinski Asset Management’s Ventas VTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $508K | Buy |
8,049
+9
| +0.1% | +$568 | 0.04% | 397 |
|
2025
Q1 | $553K | Buy |
8,040
+398
| +5% | +$27.4K | 0.05% | 355 |
|
2024
Q4 | $450M | Sell |
7,642
-644
| -8% | -$37.9M | 0.04% | 393 |
|
2024
Q3 | $531K | Buy |
8,286
+583
| +8% | +$37.4K | 0.05% | 354 |
|
2024
Q2 | $402K | Sell |
7,703
-555
| -7% | -$29K | 0.04% | 399 |
|
2024
Q1 | $360K | Sell |
8,258
-1,611
| -16% | -$70.1K | 0.04% | 394 |
|
2023
Q4 | $492K | Buy |
9,869
+2,427
| +33% | +$121K | 0.07% | 280 |
|
2023
Q3 | $314K | Sell |
7,442
-61
| -0.8% | -$2.57K | 0.04% | 424 |
|
2023
Q2 | $355K | Buy |
+7,503
| New | +$355K | 0.04% | 422 |
|
2022
Q4 | – | Sell |
-10,413
| Closed | -$418K | – | 637 |
|
2022
Q3 | $418K | Buy |
10,413
+648
| +7% | +$26K | 0.05% | 358 |
|
2022
Q2 | $502K | Buy |
9,765
+15
| +0.2% | +$771 | 0.05% | 362 |
|
2022
Q1 | $602K | Sell |
9,750
-79
| -0.8% | -$4.88K | 0.05% | 351 |
|
2021
Q4 | $502K | Sell |
9,829
-812
| -8% | -$41.5K | 0.04% | 400 |
|
2021
Q3 | $587K | Buy |
10,641
+3,327
| +45% | +$184K | 0.05% | 365 |
|
2021
Q2 | $418K | Buy |
+7,314
| New | +$418K | 0.05% | 365 |
|
2021
Q1 | – | Sell |
-9,266
| Closed | -$454K | – | 643 |
|
2020
Q4 | $454K | Sell |
9,266
-2,430
| -21% | -$119K | 0.06% | 338 |
|
2020
Q3 | $517 | Buy |
11,696
+38
| +0.3% | +$2 | 0.07% | 294 |
|
2020
Q2 | $427K | Buy |
11,658
+321
| +3% | +$11.8K | 0.07% | 309 |
|
2020
Q1 | $304K | Sell |
11,337
-84
| -0.7% | -$2.25K | 0.06% | 341 |
|
2019
Q4 | $662K | Buy |
+11,421
| New | +$662K | 0.11% | 255 |
|