Mascoma Wealth Management’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 | $409 | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $24K | Buy |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Buy |
|