Motley Fool Wealth Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-42,506
Closed -$1.77M 133
2023
Q3
$1.77M Buy
42,506
+9,077
+27% +$378K 0.1% 105
2023
Q2
$1.58M Sell
33,429
-5,096
-13% -$241K 0.09% 106
2023
Q1
$1.67M Sell
38,525
-7,877
-17% -$341K 0.1% 105
2022
Q4
$2.09M Sell
46,402
-1,063
-2% -$47.8K 0.15% 101
2022
Q3
$1.91M Buy
47,465
+1,060
+2% +$42.6K 0.12% 113
2022
Q2
$2.39M Sell
46,405
-5,895
-11% -$303K 0.15% 104
2022
Q1
$3.23M Buy
52,300
+22,623
+76% +$1.4M 0.15% 103
2021
Q4
$1.52M Buy
29,677
+567
+2% +$29K 0.07% 109
2021
Q3
$1.61M Buy
29,110
+1,423
+5% +$78.6K 0.07% 100
2021
Q2
$1.58M Buy
27,687
+1,250
+5% +$71.4K 0.07% 107
2021
Q1
$1.41M Buy
26,437
+621
+2% +$33.1K 0.06% 107
2020
Q4
$1.27M Sell
25,816
-1,230
-5% -$60.3K 0.06% 107
2020
Q3
$1.14M Buy
27,046
+1,147
+4% +$48.1K 0.06% 107
2020
Q2
$948K Sell
25,899
-1,685
-6% -$61.7K 0.05% 110
2020
Q1
$739K Buy
27,584
+1,519
+6% +$40.7K 0.05% 113
2019
Q4
$1.51M Buy
26,065
+4,177
+19% +$241K 0.09% 107
2019
Q3
$1.6M Buy
21,888
+1,454
+7% +$106K 0.11% 103
2019
Q2
$1.4M Sell
20,434
-150
-0.7% -$10.3K 0.09% 105
2019
Q1
$1.31M Buy
20,584
+39
+0.2% +$2.49K 0.08% 107
2018
Q4
$1.2M Sell
20,545
-249
-1% -$14.6K 0.09% 105
2018
Q3
$1.13M Sell
20,794
-208
-1% -$11.3K 0.07% 110
2018
Q2
$1.2M Sell
21,002
-1,423
-6% -$81K 0.08% 108
2018
Q1
$1.11M Sell
22,425
-1,591
-7% -$78.8K 0.08% 115
2017
Q4
$1.44M Sell
24,016
-223
-0.9% -$13.4K 0.11% 115
2017
Q3
$1.58M Sell
24,239
-1,682
-6% -$110K 0.13% 113
2017
Q2
$1.8M Buy
25,921
+25
+0.1% +$1.74K 0.16% 111
2017
Q1
$1.68M Buy
25,896
+8,949
+53% +$582K 0.16% 115
2016
Q4
$1.06M Buy
16,947
+2,464
+17% +$154K 0.11% 119
2016
Q3
$1.02M Buy
14,483
+6,204
+75% +$438K 0.11% 126
2016
Q2
$603K Buy
+8,279
New +$603K 0.07% 129