Clearstead Trust’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.9K Buy
252
+26
+12% +$1.64K ﹤0.01% 487
2025
Q1
$15.5K Buy
+226
New +$15.5K ﹤0.01% 392