A detailed history of Ever Source Wealth Advisors, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 637 shares of VTR stock, worth $40,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
637
Previous 607 4.94%
Holding current value
$40,513
Previous $31,000 29.03%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$50.88 - $65.33 $1,526 - $1,959
30 Added 4.94%
637 $40,000
Q2 2024

Aug 13, 2024

BUY
$41.68 - $51.26 $4,334 - $5,331
104 Added 20.68%
607 $31,000
Q1 2024

Jun 11, 2024

SELL
$42.29 - $50.57 $211 - $252
-5 Reduced 0.98%
503 $21,000
Q4 2023

Feb 09, 2024

BUY
$39.65 - $50.95 $2,101 - $2,700
53 Added 11.65%
508 $25,000
Q3 2023

Nov 03, 2023

SELL
$41.41 - $49.69 $2,029 - $2,434
-49 Reduced 9.72%
455 $19,000
Q2 2023

Aug 04, 2023

BUY
$41.97 - $48.05 $965 - $1,105
23 Added 4.78%
504 $23,000
Q1 2023

May 11, 2023

SELL
$41.69 - $53.0 $875 - $1,113
-21 Reduced 4.18%
481 $20,000
Q4 2022

Feb 09, 2023

BUY
$36.04 - $46.52 $6,595 - $8,513
183 Added 57.37%
502 $22,000
Q3 2022

Nov 07, 2022

BUY
$39.65 - $53.78 $2,339 - $3,173
59 Added 22.69%
319 $13,000
Q1 2022

May 25, 2022

BUY
$50.03 - $63.64 $8,555 - $10,882
171 Added 192.13%
260 $16,000
Q4 2021

Feb 07, 2022

BUY
$45.69 - $56.9 $4,066 - $5,064
89 New
89 $5,000

Others Institutions Holding VTR

About Ventas, Inc.


  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $25.4B
  • Description
  • Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...
More about VTR
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