WhitTier Trust Company’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
4,452
| – | – | 0.01% | 476 |
|
|
2025
Q1 | $306K | Hold |
4,452
| – | – | 0.01% | 463 |
|
|
2024
Q4 | $262K | Buy |
4,452
+4,445
| +63,500% | +$262K | 0.01% | 467 |
|
|
2024
Q3 | $448 | Hold |
7
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q2 | $358 | Buy |
+7
| New | +$358 | ﹤0.01% | 1238 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1216 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q2 | $1K | Sell |
14
-27
| -66% | -$1.93K | ﹤0.01% | 1108 |
|
|
2022
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q4 | $2K | Sell |
41
-84
| -67% | -$4.1K | ﹤0.01% | 1033 |
|
|
2021
Q3 | $7K | Buy |
125
+41
| +49% | +$2.3K | ﹤0.01% | 975 |
|
|
2021
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 927 |
|
|
2019
Q3 | – | Sell |
-146
| Closed | -$10K | – | 1014 |
|
|
2019
Q2 | $10K | Hold |
146
| – | – | ﹤0.01% | 825 |
|
|
2019
Q1 | $9K | Hold |
146
| – | – | ﹤0.01% | 845 |
|
|
2018
Q4 | $9K | Buy |
146
+26
| +22% | +$1.6K | ﹤0.01% | 858 |
|
|
2018
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $7K | Sell |
120
-37
| -24% | -$2.16K | ﹤0.01% | 854 |
|
|
2018
Q1 | $8K | Hold |
157
| – | – | ﹤0.01% | 868 |
|
|
2017
Q4 | $9K | Hold |
157
| – | – | ﹤0.01% | 813 |
|
|
2017
Q3 | $10K | Buy |
157
+37
| +31% | +$2.36K | ﹤0.01% | 791 |
|
|
2017
Q2 | $8K | Sell |
120
-59
| -33% | -$3.93K | ﹤0.01% | 788 |
|
|
2017
Q1 | $12K | Hold |
179
| – | – | ﹤0.01% | 748 |
|
|
2016
Q4 | $11K | Buy |
+179
| New | +$11K | ﹤0.01% | 761 |
|