VWA
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VSM Wealth Advisory’s Welltower WELL Stock Holding History

VSM Wealth Advisory’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 		$7.69K Hold
50
– – ﹤0.01% 403
2025
Q1 		$7.66K Hold
50
– – ﹤0.01% 381
2024
Q4 		$6.3K Buy
+50
New +$6.3K ﹤0.01% 380