WA
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Whipplewood Advisors’s Ventas VTR Stock Holding History

Whipplewood Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.45K Buy
23
+17
+283% +$1.07K ﹤0.01% 945
2025
Q1 		$1.58K Sell
6
-315
-98% -$83K ﹤0.01% 934
2024
Q4 		$18.9K Buy
+321
New +$18.9K 0.01% 452