VFM
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Vision Financial Markets’s Welltower WELL Stock Holding History

Vision Financial Markets’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 		$16.8K Buy
110
+1
+0.9% +$153 0.02% 198
2025
Q1 		$16.7K Hold
109
– – 0.02% 181
2024
Q4 		$13.7K Buy
+109
New +$13.7K 0.01% 161