United Capital 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
Q2 | $855K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $933K | Buy |
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|
2024
Q2 | $745K | Buy |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $659K | Buy |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $876K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $867K | Sell |
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|
2021
Q2 | $904K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.7M | Sell |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $968K | Sell |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $2.59M | Sell |
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|
2017
Q2 | $2.96M | Sell |
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|
2017
Q1 | $2.91M | Buy |
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|
2016
Q4 | $2.53M | Buy |
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|
2016
Q3 | $2.67M | Buy |
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|
2016
Q2 | $1.87M | Buy |
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|
2016
Q1 | $1.61M | Sell |
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|
2015
Q4 | $1.56M | Sell |
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|
2015
Q3 | $1.82M | Sell |
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|
2015
Q2 | $2.45M | Sell |
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|
2015
Q1 | $2.8M | Buy |
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|
2014
Q4 | $2.13M | Buy |
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|
2014
Q3 | $1.72M | Buy |
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|
2014
Q2 | $1.75M | Buy |
|