CWM
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Crowley Wealth Management’s Ventas VTR Stock Holding History

Crowley Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.8K Hold
393
– – 0.02% 196
2025
Q1 		$27K Hold
393
– – 0.03% 175
2024
Q4 		$23.1K Buy
+393
New +$23.1K 0.02% 194