VAF
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Values Added Financial’s Welltower WELL Stock Holding History

Values Added Financial’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
1,652
+209
+14% +$32.1K 0.12% 107
2025
Q1 		$221K Buy
+1,443
New +$221K 0.12% 108