Simplicity Wealth’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,436	Closed	-$279K	–	1205
2024 Q2	$279K	Sell	5,436 -305	-5%	-$15.6K	0.01%	978
2024 Q1	$250K	Buy	+5,741	New	+$250K	0.01%	987