Personal CFO Solutions’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $215K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $299K | Buy |
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