True Wealth Design’s Ventas VTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64K	Sell	26 -7	-21%	-$442	﹤0.01%	1258
2025 Q1	$2.27K	Buy	+33	New	+$2.27K	﹤0.01%	965
2024 Q1	–	Sell	-42	Closed	-$2.09K	–	814
2023 Q4	$2.09K	Buy	+42	New	+$2.09K	﹤0.01%	304