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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.12K | Hold |
99
| – | – | ﹤0.01% | 530 |
|
|
2025
Q4 | $7.69K | Hold |
99
| – | – | ﹤0.01% | 596 |
|
|
2025
Q3 | $6.95K | Hold |
99
| – | – | ﹤0.01% | 582 |
|
|
2025
Q2 | $6.27K | Hold |
99
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $6.83K | Hold |
99
| – | – | ﹤0.01% | 623 |
|
|
2024
Q4 | $5.85K | Hold |
99
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $6.37K | Hold |
99
| – | – | ﹤0.01% | 653 |
|
|
2024
Q2 | $5.09K | Hold |
99
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $4.33K | Hold |
99
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $4.95K | Hold |
99
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $4.18K | Hold |
99
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $4.7K | Hold |
99
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $4.31K | Hold |
99
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $4.47K | Hold |
99
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $4K | Sell |
99
-33
| -25% | -$1.62K | ﹤0.01% | 741 |
|
|
2022
Q2 | $7K | Buy |
132
+33
| +33% | +$1.85K | ﹤0.01% | 672 |
|
|
2022
Q1 | $6K | Hold |
99
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 836 |
|
|
2021
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 794 |
|
|
2021
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 770 |
|
|
2021
Q1 | $5K | Sell |
99
-1,700
| -94% | -$87.2K | ﹤0.01% | 791 |
|
|
2020
Q4 | $88K | Buy |
1,799
+1,700
| +1,717% | +$78.6K | 0.03% | 269 |
|
|
2020
Q3 | $4K | Hold |
99
| – | – | ﹤0.01% | 734 |
|
|
2020
Q2 | $4K | Sell |
99
-30
| -23% | -$991 | ﹤0.01% | 626 |
|
|
2020
Q1 | $3K | Buy |
129
+3
| +2% | +$149 | ﹤0.01% | 631 |
|
|
2019
Q4 | $7K | Buy |
126
+99
| +367% | +$6.22K | ﹤0.01% | 588 |
|
|
2019
Q3 | $2K | Sell |
27
-47
| -64% | -$3.34K | ﹤0.01% | 796 |
|
|
2019
Q2 | $5K | Buy |
+74
| New | +$4.72K | ﹤0.01% | 654 |
|
|
2018
Q2 | – | Sell |
-31
| Closed | -$2K | – | 982 |
|
|
2018
Q1 | $2K | Sell |
31
-699
| -96% | -$36.7K | ﹤0.01% | 873 |
|
|
2017
Q4 | $44K | Hold |
730
| – | – | 0.02% | 372 |
|
|
2017
Q3 | $48K | Sell |
730
-102
| -12% | -$6.88K | 0.03% | 319 |
|
|
2017
Q2 | $58K | Sell |
832
-227
| -21% | -$15.1K | 0.04% | 280 |
|
|
2017
Q1 | $69K | Buy |
1,059
+56
| +6% | +$3.49K | 0.04% | 258 |
|
|
2016
Q4 | $63K | Sell |
1,003
-177
| -15% | -$11.2K | 0.04% | 285 |
|
|
2016
Q3 | $83K | Sell |
1,180
-182
| -13% | -$13.2K | 0.06% | 231 |
|
|
2016
Q2 | $99K | Buy |
1,362
+284
| +26% | +$18.7K | 0.07% | 186 |
|
|
2016
Q1 | $68K | Sell |
1,078
-66
| -6% | -$3.71K | 0.05% | 223 |
|
|
2015
Q4 | $65K | Buy |
1,144
+7
| +0.6% | +$381 | 0.05% | 242 |
|
|
2015
Q3 | $64K | Buy |
1,137
+143
| +14% | +$9.38K | 0.05% | 234 |
|
|
2015
Q2 | $70K | Buy |
994
+16
| +2% | +$1.25K | 0.05% | 247 |
|
|
2015
Q1 | $82K | Sell |
978
-15
| -2% | -$1.29K | 0.06% | 214 |
|
|
2014
Q4 | $81K | Buy |
993
+17
| +2% | +$1.34K | 0.06% | 208 |
|
|
2014
Q3 | $69K | Sell |
976
-45
| -4% | -$3.29K | 0.06% | 212 |
|
|
2014
Q2 | $75K | Buy |
1,021
+933
| +1,060% | +$69.3K | 0.07% | 180 |
|
|
2014
Q1 | $6K | Sell |
88
-240
| -73% | -$16.7K | 0.01% | 448 |
|
|
2013
Q4 | $21K | Hold |
328
| – | – | 0.01% | 346 |
|
|
2013
Q3 | $23K | Hold |
328
| – | – | 0.01% | 275 |
|
|
2013
Q2 | $26K | Buy |
+328
| New | +$28.2K | 0.02% | 224 |
|
Other funds holding VTR
VPM
VCM
AAMU
