CreativeOne Wealth’s Ventas VTR Stock Holding History

CreativeOne Wealth’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Sell
2025 Q1	$444K	Sell
2024 Q4	$400K	Buy
2024 Q3	$245K	Sell
2024 Q2	$201K	Buy
2024 Q1	–	Sell
2023 Q4	$237K	Sell
2023 Q3	$212K	Sell
2023 Q2	$261K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Buy