True Wealth Design, LLC's ownership history for VTR

True Wealth Design, LLC currently holds 569 shares with a market value of $44.0K. It started holding VTR on 2025-03-31. At its peak, it held 569 shares on 2025-12-31. Its highest holding value was $44.0K on 2025-12-31. At its lowest, it held 26 shares on 2025-06-30, with a value of $1.6K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 543.