Premier Path Wealth Partners’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Sell	3,545 -25	-0.7%	-$1.58K	0.03%	367
2025 Q1	$245K	Buy	+3,570	New	+$245K	0.04%	335
2024 Q4	–	Sell	-3,428	Closed	-$220K	–	386
2024 Q3	$220K	Buy	+3,428	New	+$220K	0.03%	341