United Capital Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
13,533
-1,186
| -8% | -$74.9K | 0.01% | 631 |
|
|
2025
Q1 | $1.01M | Buy |
14,719
+324
| +2% | +$22.3K | 0.01% | 559 |
|
|
2024
Q4 | $848K | Sell |
14,395
-153
| -1% | -$9.01K | 0.01% | 589 |
|
|
2024
Q3 | $933K | Buy |
14,548
+24
| +0.2% | +$1.54K | 0.01% | 557 |
|
|
2024
Q2 | $745K | Buy |
14,524
+785
| +6% | +$40.2K | 0.01% | 597 |
|
|
2024
Q1 | $598K | Sell |
13,739
-1,294
| -9% | -$56.3K | ﹤0.01% | 686 |
|
|
2023
Q4 | $749K | Buy |
15,033
+3,498
| +30% | +$174K | 0.01% | 627 |
|
|
2023
Q3 | $486K | Sell |
11,535
-2,396
| -17% | -$101K | ﹤0.01% | 641 |
|
|
2023
Q2 | $659K | Buy |
13,931
+26
| +0.2% | +$1.23K | ﹤0.01% | 638 |
|
|
2023
Q1 | $603K | Sell |
13,905
-832
| -6% | -$36.1K | ﹤0.01% | 687 |
|
|
2022
Q4 | $664K | Sell |
14,737
-2,123
| -13% | -$95.6K | ﹤0.01% | 710 |
|
|
2022
Q3 | $677K | Sell |
16,860
-177
| -1% | -$7.11K | ﹤0.01% | 694 |
|
|
2022
Q2 | $876K | Sell |
17,037
-94
| -0.5% | -$4.83K | ﹤0.01% | 659 |
|
|
2022
Q1 | $1.06M | Buy |
17,131
+2,228
| +15% | +$138K | 0.01% | 654 |
|
|
2021
Q4 | $762K | Sell |
14,903
-805
| -5% | -$41.2K | ﹤0.01% | 748 |
|
|
2021
Q3 | $867K | Sell |
15,708
-125
| -0.8% | -$6.9K | ﹤0.01% | 712 |
|
|
2021
Q2 | $904K | Buy |
+15,833
| New | +$904K | ﹤0.01% | 720 |
|
|
2020
Q2 | – | Sell |
-8,176
| Closed | -$219K | – | 1259 |
|
|
2020
Q1 | $219K | Sell |
8,176
-20,257
| -71% | -$543K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $1.64M | Buy |
28,433
+5,128
| +22% | +$296K | 0.01% | 640 |
|
|
2019
Q3 | $1.7M | Sell |
23,305
-4,484
| -16% | -$327K | 0.01% | 615 |
|
|
2019
Q2 | $1.9M | Buy |
27,789
+1,067
| +4% | +$72.9K | 0.01% | 631 |
|
|
2019
Q1 | $1.71M | Sell |
26,722
-1,565
| -6% | -$99.9K | 0.01% | 633 |
|
|
2018
Q4 | $1.68M | Sell |
28,287
-471
| -2% | -$28K | 0.01% | 598 |
|
|
2018
Q3 | $1.56M | Buy |
28,758
+2,741
| +11% | +$149K | 0.01% | 661 |
|
|
2018
Q2 | $1.48M | Buy |
26,017
+6,470
| +33% | +$369K | 0.01% | 660 |
|
|
2018
Q1 | $968K | Sell |
19,547
-6,260
| -24% | -$310K | 0.01% | 781 |
|
|
2017
Q4 | $1.56M | Sell |
25,807
-13,926
| -35% | -$842K | 0.01% | 662 |
|
|
2017
Q3 | $2.59M | Sell |
39,733
-2,809
| -7% | -$183K | 0.02% | 518 |
|
|
2017
Q2 | $2.96M | Sell |
42,542
-2,138
| -5% | -$149K | 0.03% | 485 |
|
|
2017
Q1 | $2.91M | Buy |
44,680
+4,252
| +11% | +$277K | 0.03% | 476 |
|
|
2016
Q4 | $2.53M | Buy |
40,428
+2,563
| +7% | +$160K | 0.02% | 512 |
|
|
2016
Q3 | $2.67M | Buy |
37,865
+12,261
| +48% | +$866K | 0.03% | 511 |
|
|
2016
Q2 | $1.87M | Buy |
25,604
+60
| +0.2% | +$4.38K | 0.02% | 569 |
|
|
2016
Q1 | $1.61M | Sell |
25,544
-2,090
| -8% | -$132K | 0.02% | 583 |
|
|
2015
Q4 | $1.56M | Sell |
27,634
-4,867
| -15% | -$275K | 0.02% | 591 |
|
|
2015
Q3 | $1.82M | Sell |
32,501
-2,066
| -6% | -$116K | 0.02% | 545 |
|
|
2015
Q2 | $2.45M | Sell |
34,567
-969
| -3% | -$68.7K | 0.03% | 533 |
|
|
2015
Q1 | $2.8M | Buy |
35,536
+9,538
| +37% | +$750K | 0.03% | 483 |
|
|
2014
Q4 | $2.13M | Buy |
25,998
+1,703
| +7% | +$139K | 0.03% | 455 |
|
|
2014
Q3 | $1.72M | Buy |
24,295
+452
| +2% | +$32K | 0.03% | 481 |
|
|
2014
Q2 | $1.75M | Buy |
+23,843
| New | +$1.75M | 0.03% | 441 |
|