Principia Wealth Advisory’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07K	Sell	17 -2	-11%	-$126	﹤0.01%	543
2025 Q1	$1.25K	Buy	19 +9	+90%	+$590	﹤0.01%	353
2024 Q4	$589	Buy	+10	New	+$589	﹤0.01%	498