Laird Norton Wetherby Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Buy |
+13,415
| New | +$847K | 0.04% | 406 |
|
|
2024
Q4 | $757K | Sell |
12,858
-661
| -5% | -$38.9K | 0.04% | 410 |
|
|
2024
Q3 | $867K | Sell |
13,519
-61
| -0.4% | -$3.91K | 0.04% | 392 |
|
|
2024
Q2 | $696K | Buy |
13,580
+11
| +0.1% | +$564 | 0.03% | 442 |
|
|
2024
Q1 | $591K | Sell |
13,569
-143
| -1% | -$6.23K | 0.03% | 510 |
|
|
2023
Q4 | $683K | Buy |
13,712
+112
| +0.8% | +$5.58K | 0.04% | 443 |
|
|
2023
Q3 | $573K | Sell |
13,600
-1,835
| -12% | -$77.3K | 0.03% | 473 |
|
|
2023
Q2 | $730K | Sell |
15,435
-458
| -3% | -$21.7K | 0.04% | 422 |
|
|
2023
Q1 | $689K | Buy |
15,893
+1,927
| +14% | +$83.5K | 0.04% | 419 |
|
|
2022
Q4 | $629K | Buy |
13,966
+2,649
| +23% | +$119K | 0.04% | 441 |
|
|
2022
Q3 | $455K | Sell |
11,317
-3,412
| -23% | -$137K | 0.03% | 529 |
|
|
2022
Q2 | $758K | Buy |
14,729
+2,560
| +21% | +$132K | 0.05% | 360 |
|
|
2022
Q1 | $752K | Buy |
12,169
+3,138
| +35% | +$194K | 0.04% | 386 |
|
|
2021
Q4 | $462K | Sell |
9,031
-239
| -3% | -$12.2K | 0.03% | 553 |
|
|
2021
Q3 | $512K | Buy |
9,270
+188
| +2% | +$10.4K | 0.03% | 495 |
|
|
2021
Q2 | $519K | Buy |
9,082
+389
| +4% | +$22.2K | 0.03% | 492 |
|
|
2021
Q1 | $464K | Sell |
8,693
-42
| -0.5% | -$2.24K | 0.04% | 456 |
|
|
2020
Q4 | $428K | Buy |
8,735
+480
| +6% | +$23.5K | 0.03% | 505 |
|
|
2020
Q3 | $346K | Buy |
8,255
+208
| +3% | +$8.72K | 0.03% | 482 |
|
|
2020
Q2 | $295K | Buy |
+8,047
| New | +$295K | 0.03% | 518 |
|
|
2020
Q1 | – | Sell |
-6,320
| Closed | -$364K | – | 746 |
|
|
2019
Q4 | $364K | Sell |
6,320
-874
| -12% | -$50.3K | 0.04% | 483 |
|
|
2019
Q3 | $525K | Buy |
7,194
+726
| +11% | +$53K | 0.05% | 378 |
|
|
2019
Q2 | $442K | Buy |
6,468
+495
| +8% | +$33.8K | 0.05% | 425 |
|
|
2019
Q1 | $381K | Buy |
5,973
+444
| +8% | +$28.3K | 0.05% | 439 |
|
|
2018
Q4 | $324K | Buy |
5,529
+452
| +9% | +$26.5K | 0.05% | 441 |
|
|
2018
Q3 | $276K | Buy |
5,077
+807
| +19% | +$43.9K | 0.03% | 518 |
|
|
2018
Q2 | $243K | Sell |
4,270
-440
| -9% | -$25K | 0.03% | 535 |
|
|
2018
Q1 | $233K | Buy |
4,710
+544
| +13% | +$26.9K | 0.03% | 556 |
|
|
2017
Q4 | $250K | Buy |
4,166
+364
| +10% | +$21.8K | 0.03% | 512 |
|
|
2017
Q3 | $248K | Buy |
3,802
+159
| +4% | +$10.4K | 0.04% | 505 |
|
|
2017
Q2 | $253K | Buy |
3,643
+456
| +14% | +$31.7K | 0.04% | 472 |
|
|
2017
Q1 | $207K | Buy |
+3,187
| New | +$207K | 0.04% | 524 |
|
|
2016
Q4 | – | Sell |
-2,847
| Closed | -$201K | – | 548 |
|
|
2016
Q3 | $201K | Buy |
2,847
+37
| +1% | +$2.61K | 0.04% | 492 |
|
|
2016
Q2 | $204K | Sell |
2,810
-636
| -18% | -$46.2K | 0.05% | 458 |
|
|
2016
Q1 | $217K | Buy |
+3,446
| New | +$217K | 0.05% | 412 |
|
|
2015
Q4 | – | Sell |
-3,725
| Closed | -$208K | – | 485 |
|
|
2015
Q3 | $208K | Buy |
3,725
+621
| +20% | +$34.7K | 0.05% | 409 |
|
|
2015
Q2 | $220K | Buy |
3,104
+47
| +2% | +$3.33K | 0.05% | 406 |
|
|
2015
Q1 | $255K | Buy |
3,057
+60
| +2% | +$5.01K | 0.06% | 364 |
|
|
2014
Q4 | $245K | Sell |
2,997
-50
| -2% | -$4.09K | 0.06% | 363 |
|
|
2014
Q3 | $216K | Sell |
3,047
-82
| -3% | -$5.81K | 0.06% | 385 |
|
|
2014
Q2 | $229K | Sell |
3,129
-182
| -5% | -$13.3K | 0.06% | 365 |
|
|
2014
Q1 | $229K | Buy |
+3,311
| New | +$229K | 0.07% | 358 |
|
|
2013
Q4 | – | Sell |
-3,425
| Closed | -$241K | – | 447 |
|
|
2013
Q3 | $241K | Buy |
3,425
+281
| +9% | +$19.8K | 0.08% | 330 |
|
|
2013
Q2 | $249K | Buy |
+3,144
| New | +$249K | 0.09% | 289 |
|