SVWA
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Sound View Wealth Advisors’s Ventas VTR Stock Holding History

Sound View Wealth Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$743K Sell
11,645
-1,169
-9% -$74.6K 0.23% 108
2018
Q4 		$751K Buy
+12,814
New +$751K 0.27% 102