Whittier Trust’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 | $454K | Hold |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $490K | Sell |
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|
2019
Q3 | $634K | Hold |
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|
2019
Q2 | $593K | Sell |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $509K | Sell |
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|
2018
Q3 | $480K | Hold |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q4 | $634K | Buy |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $374K | Hold |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $337K | Hold |
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|
2016
Q3 | $381K | Hold |
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|
2016
Q2 | $392K | Hold |
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|
2016
Q1 | $339K | Buy |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $258K | Buy |
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|
2015
Q2 | $285K | Hold |
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|
2015
Q1 | $335K | Buy |
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|
2014
Q4 | $207K | Sell |
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|
2014
Q3 | $227K | Hold |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $223K | Hold |
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|
2013
Q4 | $210K | Sell |
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|
2013
Q3 | $516K | Hold |
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|
2013
Q2 | $583K | Buy |
|