Sittner & Nelson’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.9K | Hold |
300
| – | – | 0.01% | 327 |
|
2025
Q1 | $20.6K | Hold |
300
| – | – | 0.01% | 309 |
|
2024
Q4 | $17.7K | Hold |
300
| – | – | 0.01% | 306 |
|
2024
Q3 | $19.2K | Hold |
300
| – | – | 0.01% | 295 |
|
2024
Q2 | $15.4K | Hold |
300
| – | – | 0.01% | 311 |
|
2024
Q1 | $13.1K | Hold |
300
| – | – | 0.01% | 324 |
|
2023
Q4 | $15K | Hold |
300
| – | – | 0.01% | 311 |
|
2023
Q3 | $12.6K | Sell |
300
-101
| -25% | -$4.26K | 0.01% | 324 |
|
2023
Q2 | $19K | Hold |
401
| – | – | 0.01% | 285 |
|
2023
Q1 | $17.4K | Hold |
401
| – | – | 0.01% | 309 |
|
2022
Q4 | $18.1K | Sell |
401
-51
| -11% | -$2.3K | 0.01% | 286 |
|
2022
Q3 | $18K | Hold |
452
| – | – | 0.01% | 279 |
|
2022
Q2 | $23K | Hold |
452
| – | – | 0.02% | 274 |
|
2022
Q1 | $28K | Buy |
452
+51
| +13% | +$3.16K | 0.02% | 246 |
|
2021
Q4 | $20K | Sell |
401
-7
| -2% | -$349 | 0.01% | 268 |
|
2021
Q3 | $23K | Hold |
408
| – | – | 0.01% | 253 |
|
2021
Q2 | $23K | Hold |
408
| – | – | 0.02% | 239 |
|
2021
Q1 | $22K | Hold |
408
| – | – | 0.02% | 232 |
|
2020
Q4 | $20K | Buy |
+408
| New | +$20K | 0.02% | 227 |
|