Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8K | Buy |
277
+164
| +145% | +$13.4K | ﹤0.01% | 782 |
|
|
2025
Q4 | $8.81K | Buy |
113
+69
| +157% | +$5.21K | ﹤0.01% | 867 |
|
|
2025
Q3 | $3.1K | Buy |
+44
| New | +$2.96K | ﹤0.01% | 960 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 589 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 596 |
|
|
2023
Q1 | $1K | Sell |
1
-1
| -50% | -$48 | ﹤0.01% | 582 |
|
|
2022
Q4 | $1K | Buy |
2
+1
| +100% | +$42 | ﹤0.01% | 669 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$56 | ﹤0.01% | 638 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 488 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$33 | ﹤0.01% | 490 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 518 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$64 | ﹤0.01% | 537 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 454 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 491 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 432 |
|
|
2017
Q4 | $1K | Sell |
1
-2
| -67% | -$126 | ﹤0.01% | 409 |
|
|
2017
Q3 | $1K | Sell |
3
-7
| -70% | -$472 | ﹤0.01% | 400 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 378 |
|
|
2017
Q1 | $1K | Sell |
10
-7
| -41% | -$436 | ﹤0.01% | 371 |
|
|
2016
Q4 | $2K | Sell |
17
-59
| -78% | -$3.73K | ﹤0.01% | 312 |
|
|
2016
Q3 | $6K | Sell |
76
-13
| -15% | -$944 | ﹤0.01% | 277 |
|
|
2016
Q2 | $7K | Sell |
89
-26,476
| -100% | -$1.74M | ﹤0.01% | 262 |
|
|
2016
Q1 | $1.67M | Sell |
26,565
-698
| -3% | -$39.3K | 0.14% | 135 |
|
|
2015
Q4 | $1.54M | Buy |
27,263
+1,268
| +5% | +$69K | 0.11% | 136 |
|
|
2015
Q3 | $1.46M | Buy |
25,995
+2,827
| +12% | +$186K | 0.12% | 129 |
|
|
2015
Q2 | $1.64M | Buy |
23,168
+1,135
| +5% | +$88.7K | 0.12% | 133 |
|
|
2015
Q1 | $1.84M | Buy |
22,033
+768
| +4% | +$66.1K | 0.13% | 132 |
|
|
2014
Q4 | $1.74M | Buy |
21,265
+17,760
| +507% | +$1.4M | 0.14% | 95 |
|
|
2014
Q3 | $248K | Buy |
3,505
+94
| +3% | +$6.86K | 0.02% | 237 |
|
|
2014
Q2 | $250K | Buy |
3,411
+110
| +3% | +$8.17K | 0.02% | 256 |
|
|
2014
Q1 | $229K | Sell |
3,301
-11,149
| -77% | -$775K | 0.02% | 244 |
|
|
2013
Q4 | $946K | Sell |
14,450
-396
| -3% | -$27.5K | 0.1% | 104 |
|
|
2013
Q3 | $1.04M | Buy |
14,846
+10,648
| +254% | +$790K | 0.14% | 102 |
|
|
2013
Q2 | $333K | Buy |
+4,198
| New | +$361K | 0.05% | 145 |
|
Other funds holding VTR
VPM
VCM
AAMU
