Plante Moran Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.95K | Hold |
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|
2025
Q2 | $6.27K | Hold |
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|
2025
Q1 | $6.83K | Hold |
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|
2024
Q4 | $5.85K | Hold |
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|
2024
Q3 | $6.37K | Hold |
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|
2024
Q2 | $5.09K | Hold |
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|
2024
Q1 | $4.33K | Hold |
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|
2023
Q4 | $4.95K | Hold |
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|
2023
Q3 | $4.18K | Hold |
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|
2023
Q2 | $4.7K | Hold |
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|
2023
Q1 | $4.31K | Hold |
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|
2022
Q4 | $4.47K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $48K | Sell |
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|
2017
Q2 | $58K | Sell |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $63K | Sell |
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|
2016
Q3 | $83K | Sell |
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|
2016
Q2 | $99K | Buy |
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|
2016
Q1 | $68K | Sell |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $82K | Sell |
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|
2014
Q4 | $81K | Buy |
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|
2014
Q3 | $69K | Sell |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $23K | Hold |
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|
2013
Q2 | $26K | Buy |
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