Heirloom 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 Q1	–	Sell	-4,018	Closed	-$200K	–	55
2023 Q4	$200K	Buy	+4,018	New	+$200K	0.08%	52
2022 Q1	–	Sell	-4,050	Closed	-$209K	–	37
2021 Q4	$209K	Buy	+4,050	New	+$209K	0.18%	33