SVB Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $264K | Sell |
|
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|
2024
Q1 | $268K | Buy |
|
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|
2023
Q4 | $301K | Buy |
|
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $319K | Sell |
|
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|
2022
Q4 | $406K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $427K | Buy |
|
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|
2021
Q1 | $256K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $697K | Sell |
|
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|
2019
Q3 | $945K | Sell |
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|
2019
Q2 | $906K | Sell |
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|
2019
Q1 | $886K | Sell |
|
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|
2018
Q4 | $827K | Sell |
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|
2018
Q3 | $773K | Buy |
|
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|
2018
Q2 | $788K | Sell |
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|
2018
Q1 | $748K | Sell |
|
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|
2017
Q4 | $1.59M | Sell |
|
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|
2017
Q3 | $1.73M | Sell |
|
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|
2017
Q2 | $1.85M | Sell |
|
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|
2017
Q1 | $1.76M | Sell |
|
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|
2016
Q4 | $1.8M | Sell |
|
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|
2016
Q3 | $2.2M | Sell |
|
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|
2016
Q2 | $2.28M | Sell |
|
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|
2016
Q1 | $2.02M | Sell |
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|
2015
Q4 | $2.04M | Sell |
|
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|
2015
Q3 | $2.09M | Buy |
|
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|
2015
Q2 | $2.37M | Sell |
|
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|
2015
Q1 | $2.83M | Sell |
|
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|
2014
Q4 | $3.13M | Buy |
|