Summit Place 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 | $413K | Hold |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $406K | Hold |
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|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.47M | Buy |
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|
2020
Q1 | $500K | Buy |
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|
2019
Q4 | $766K | Buy |
|