Vista Investment Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
5,284
-31
| -0.6% | -$1.96K | 0.12% | 141 |
|
|
2025
Q1 | $365K | Sell |
5,315
-75
| -1% | -$5.16K | 0.14% | 136 |
|
|
2024
Q4 | $317K | Sell |
5,390
-22
| -0.4% | -$1.3K | 0.12% | 145 |
|
|
2024
Q3 | $347K | Sell |
5,412
-142
| -3% | -$9.11K | 0.13% | 138 |
|
|
2024
Q2 | $285K | Sell |
5,554
-40
| -0.7% | -$2.05K | 0.12% | 147 |
|
|
2024
Q1 | $244K | Hold |
5,594
| – | – | 0.1% | 162 |
|
|
2023
Q4 | $279K | Sell |
5,594
-450
| -7% | -$22.4K | 0.13% | 143 |
|
|
2023
Q3 | $255K | Sell |
6,044
-100
| -2% | -$4.21K | 0.13% | 142 |
|
|
2023
Q2 | $290K | Sell |
6,144
-907
| -13% | -$42.9K | 0.15% | 136 |
|
|
2023
Q1 | $306K | Buy |
7,051
+29
| +0.4% | +$1.26K | 0.16% | 132 |
|
|
2022
Q4 | $316K | Sell |
7,022
-121
| -2% | -$5.45K | 0.18% | 129 |
|
|
2022
Q3 | $287K | Sell |
7,143
-25
| -0.3% | -$1K | 0.18% | 131 |
|
|
2022
Q2 | $369K | Hold |
7,168
| – | – | 0.22% | 119 |
|
|
2022
Q1 | $443K | Hold |
7,168
| – | – | 0.24% | 113 |
|
|
2021
Q4 | $366K | Sell |
7,168
-229
| -3% | -$11.7K | 0.2% | 117 |
|
|
2021
Q3 | $408K | Sell |
7,397
-157
| -2% | -$8.66K | 0.24% | 104 |
|
|
2021
Q2 | $431K | Sell |
7,554
-100
| -1% | -$5.71K | 0.25% | 104 |
|
|
2021
Q1 | $408K | Hold |
7,654
| – | – | 0.25% | 107 |
|
|
2020
Q4 | $375K | Sell |
7,654
-1,945
| -20% | -$95.3K | 0.25% | 104 |
|
|
2020
Q3 | $403K | Buy |
9,599
+378
| +4% | +$15.9K | 0.31% | 94 |
|
|
2020
Q2 | $338K | Sell |
9,221
-940
| -9% | -$34.5K | 0.29% | 101 |
|
|
2020
Q1 | $272K | Buy |
10,161
+2,102
| +26% | +$56.3K | 0.28% | 104 |
|
|
2019
Q4 | $465K | Buy |
8,059
+1,225
| +18% | +$70.7K | 0.35% | 91 |
|
|
2019
Q3 | $499K | Sell |
6,834
-3,254
| -32% | -$238K | 0.41% | 84 |
|
|
2019
Q2 | $690K | Sell |
10,088
-1,351
| -12% | -$92.4K | 0.58% | 62 |
|
|
2019
Q1 | $730K | Sell |
11,439
-3,086
| -21% | -$197K | 0.64% | 55 |
|
|
2018
Q4 | $851K | Sell |
14,525
-1,227
| -8% | -$71.9K | 0.88% | 38 |
|
|
2018
Q3 | $857K | Sell |
15,752
-645
| -4% | -$35.1K | 0.76% | 50 |
|
|
2018
Q2 | $934K | Buy |
16,397
+692
| +4% | +$39.4K | 0.91% | 39 |
|
|
2018
Q1 | $778K | Buy |
15,705
+2,085
| +15% | +$103K | 0.81% | 48 |
|
|
2017
Q4 | $817K | Buy |
+13,620
| New | +$817K | 0.85% | 43 |
|