Security National Trust’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$410K Hold
2017
Q3
$445K Sell
2017
Q2
$496K Sell
2017
Q1
$512K Hold
2016
Q4
$492K Hold
2016
Q3
$556K Hold
2016
Q2
$573K Hold
2016
Q1
$495K Hold
2015
Q4
$444K Hold
2015
Q3
$441K Buy
2015
Q2
$488K Hold
2015
Q1
$574K Hold
2014
Q4
$564K Hold
2014
Q3
$487K Hold
2014
Q2
$504K Hold
2014
Q1
$476K Buy