CWM
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C2C Wealth Management’s Ventas VTR Stock Holding History

C2C Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,305
Closed -$1.16M – 227
2023
Q3 		$1.16M Buy
28,305
+7,550
+36% +$311K 0.17% 67
2023
Q2 		$994K Buy
+20,755
New +$994K 0.13% 83