Planned 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 | $251K | Hold |
|
|||||
|
2025
Q1 | $273K | Hold |
|
|||||
|
2024
Q4 | $234K | Hold |
|
|||||
|
2024
Q3 | $255K | Hold |
|
|||||
|
2024
Q2 | $204K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $198K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $205K | Sell |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $314K | Buy |
|
|||||
|
2021
Q2 | $341K | Hold |
|
|||||
|
2021
Q1 | $319K | Sell |
|
|||||
|
2020
Q4 | $302K | Hold |
|
|||||
|
2020
Q3 | $258K | Buy |
|