Synergy Asset Management’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$834	–	849
2024 Q4	$834	Buy	+13	New	+$834	﹤0.01%	734