Oliver Lagore Vanvalin Investment Group’s Ventas VTR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$434	–	844
2023 Q1	$434	Hold	10	–	–	﹤0.01%	652
2022 Q4	$451	Hold	10	–	–	﹤0.01%	621
2022 Q3	$0	Hold	10	–	–	﹤0.01%	742
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	597
2022 Q1	$1K	Buy	+10	New	+$546	﹤0.01%	551

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VTR Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Ventas (VTR) in Q2 2023, closing a stake of 10 shares — an estimated $434 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VTR in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 632 funds tracked by Wall St. Rank hold VTR as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Ventas position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 10 Ventas shares in Q2 2023, an estimated $434.
Oliver Lagore Vanvalin Investment Group first reported a position in Ventas in Q1 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's Ventas position peaked at $1K in Q2 2022.
632 funds tracked by Wall St. Rank held Ventas as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.