Vanguard Personalized Indexing Management’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
$3.32M Buy
2025
Q1
$3.29M Buy
2024
Q4
$2.62M Buy
2024
Q3
$2.8M Buy
2024
Q2
$2.01M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.48M Buy
2023
Q3
$1.09M Sell
2023
Q2
$1.26M Sell
2023
Q1
$1.16M Buy
2022
Q4
$1.14M Sell
2022
Q3
$1.05M Buy
2022
Q2
$1.21M Sell
2022
Q1
$2.01M Buy
2021
Q4
$532K Buy
2021
Q3
$438K Sell
2021
Q2
$463K Sell
2021
Q1
$481K Buy
2020
Q4
$291K Buy
2020
Q3
$232K Buy