Venturi Wealth Management’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-302
Closed -$1.78K 573
2024
Q4
$1.78K Hold
302
﹤0.01% 1865
2024
Q3
$1.93K Buy
+302
New +$1.93K ﹤0.01% 1671