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VCI Wealth Management’s Salesforce CRM Stock Holding History

VCI Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Buy
5,162
+701
+16% +$191K 0.49% 55
2025
Q1 		$1.2M Buy
+4,461
New +$1.2M 0.5% 57