Waverly Advisors’s Ventas VTR Stock Holding History

Waverly Advisors’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Buy
2025 Q1	$268K	Buy
2024 Q4	$210K	Buy
2018 Q1	–	Sell
2017 Q4	$13K	Buy
2014 Q1	–	Sell
2013 Q4	$25K	Hold
2013 Q3	$27K	Buy