MSWA
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Marshall & Sterling Wealth Advisors’s Ventas VTR Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$7.39K Hold
117
– – 0.01% 397
2025
Q1 		$8.05K Buy
+117
New +$8.05K 0.01% 364