Valley Wealth Managers’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 | $15.1K | Hold |
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|
2024
Q4 | $13K | Hold |
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|
2024
Q3 | $14.1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.44M | Buy |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $1.43M | Buy |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.13M | Buy |
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|
2015
Q4 | $947K | Buy |
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|
2015
Q3 | $928K | Buy |
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