VWM
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Venturi Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Venturi Wealth Management’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-574
Closed -$20.1K – 784
2024
Q4 		$20.1K Buy
+574
New +$20.1K ﹤0.01% 1262