PS
Planned Solutions’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
3,977
| – | – | 0.1% | 98 |
|
|
2025
Q1 | $273K | Hold |
3,977
| – | – | 0.11% | 91 |
|
|
2024
Q4 | $234K | Hold |
3,977
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $255K | Hold |
3,977
| – | – | 0.1% | 93 |
|
|
2024
Q2 | $204K | Buy |
+3,977
| New | +$204K | 0.1% | 98 |
|
|
2024
Q1 | – | Sell |
-3,977
| Closed | -$198K | – | 549 |
|
|
2023
Q4 | $198K | Buy |
+3,977
| New | +$198K | 0.09% | 86 |
|
|
2022
Q3 | – | Sell |
-3,977
| Closed | -$205K | – | 67 |
|
|
2022
Q2 | $205K | Sell |
3,977
-2,000
| -33% | -$103K | 0.19% | 60 |
|
|
2022
Q1 | $369K | Sell |
5,977
-175
| -3% | -$10.8K | 0.26% | 42 |
|
|
2021
Q4 | $314K | Buy |
+6,152
| New | +$314K | 0.21% | 54 |
|
|
2021
Q2 | $341K | Hold |
5,977
| – | – | 0.24% | 47 |
|
|
2021
Q1 | $319K | Sell |
5,977
-175
| -3% | -$9.34K | 0.25% | 45 |
|
|
2020
Q4 | $302K | Hold |
6,152
| – | – | 0.24% | 42 |
|
|
2020
Q3 | $258K | Buy |
+6,152
| New | +$258K | 0.25% | 41 |
|