Strategic Wealth Partners’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
$8.18K Hold
2025
Q4
$7.74K Buy
2019
Q4
Sell
2019
Q3
$33 Sell
2019
Q2
$58K Sell
2019
Q1
$83K Sell
2018
Q4
$88K Sell
2018
Q3
$83K Sell
2018
Q2
$117K Sell
2018
Q1
$766K Sell
2017
Q4
$1.11M Buy