Wealthcare Capital Management’s Ventas VTR Stock Holding History

Wealthcare Capital Management’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-61	Closed	-$3K	–	652
2021 Q1	$3K	Buy	+61	New	+$3.13K	﹤0.01%	519
2020 Q1	–	Sell	-40	Closed	-$2K	–	641
2019 Q4	$2K	Buy	+40	New	+$2.51K	﹤0.01%	580
2015 Q2	–	Sell	-13	Closed	-$1K	–	850
2015 Q1	$1K	Buy	+13	New	+$1.12K	﹤0.01%	888

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wealthcare Capital Management's VTR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Ventas (VTR) in Q2 2021, closing a stake of 61 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in VTR in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

Wealthcare Capital Management reported no remaining Ventas position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 61 Ventas shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in Ventas in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Ventas position peaked at $3K in Q1 2021.
647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.