VWM
BFAM icon

Venturi Wealth Management’s Bright Horizons BFAM Stock Holding History

Venturi Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,673
Closed -$340K – 538
2025
Q1 		$340K Buy
2,673
+219
+9% +$26.9K 0.02% 415
2024
Q4 		$272K Buy
2,454
+204
+9% +$24.5K 0.01% 473
2024
Q3 		$315K Buy
2,250
+858
+62% +$111K 0.02% 382
2024
Q2 		$153K Buy
1,392
+1,211
+669% +$131K 0.01% 444
2024
Q1 		$20.5K Hold
181
– – ﹤0.01% 734
2023
Q4 		$17.1K Hold
181
– – ﹤0.01% 742
2023
Q3 		$14.7K Hold
181
– – ﹤0.01% 715
2023
Q2 		$16.7K Buy
181
+48
+36% +$4.06K ﹤0.01% 582
2023
Q1 		$10.2K Buy
+133
New +$10.2K ﹤0.01% 711

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