Valley Wealth Managers’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-220
| Closed | -$15.1K | – | 386 |
|
|
2025
Q1 | $15.1K | Hold |
220
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 277 |
|
|
2024
Q3 | $14.1K | Buy |
+220
| New | +$14.1K | ﹤0.01% | 277 |
|
|
2018
Q1 | – | Sell |
-22,620
| Closed | -$1.36M | – | 126 |
|
|
2017
Q4 | $1.36M | Buy |
22,620
+565
| +3% | +$33.9K | 0.16% | 84 |
|
|
2017
Q3 | $1.44M | Buy |
22,055
+420
| +2% | +$27.3K | 0.18% | 82 |
|
|
2017
Q2 | $1.5M | Sell |
21,635
-1,100
| -5% | -$76.4K | 0.2% | 74 |
|
|
2017
Q1 | $1.48M | Buy |
22,735
+1,690
| +8% | +$110K | 0.2% | 85 |
|
|
2016
Q4 | $1.32M | Buy |
21,045
+795
| +4% | +$49.7K | 0.19% | 82 |
|
|
2016
Q3 | $1.43M | Buy |
20,250
+675
| +3% | +$47.7K | 0.21% | 75 |
|
|
2016
Q2 | $1.43M | Buy |
19,575
+1,685
| +9% | +$123K | 0.22% | 65 |
|
|
2016
Q1 | $1.13M | Buy |
17,890
+1,100
| +7% | +$69.2K | 0.19% | 70 |
|
|
2015
Q4 | $947K | Buy |
16,790
+240
| +1% | +$13.5K | 0.17% | 77 |
|
|
2015
Q3 | $928K | Buy |
+16,550
| New | +$928K | 0.17% | 78 |
|