TCWA
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Turtle Creek Wealth Advisors’s Ventas VTR Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+3,190
New +$201K 0.02% 263
2024
Q1 		– Sell
-420
Closed -$20.9K – 808
2023
Q4 		$20.9K Buy
+420
New +$20.9K 0.01% 405