Cassady Schiller Wealth Management’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$766	Buy	+13	New	+$766	﹤0.01%	852
2022 Q1	–	Sell	-5	Closed	–	–	591
2021 Q4	$0	Buy	+5	New	–	﹤0.01%	648