Congress Wealth Management’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Buy	6,485 +3,285	+103%	+$207K	﹤0.01%	984
2025 Q1	$220K	Buy	+3,200	New	+$220K	﹤0.01%	1015
2024 Q4	–	Sell	-6,400	Closed	-$410K	–	935
2024 Q3	$410K	Buy	+6,400	New	+$410K	0.01%	668