VWM
CIO

Venturi Wealth Management’s City Office REIT CIO Stock Holding History

Venturi Wealth Management’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,208
Closed -$6.67K – 800
2024
Q4 		$6.67K Sell
1,208
-254
-17% -$1.4K ﹤0.01% 1561
2024
Q3 		$8.54K Buy
+1,462
New +$8.54K ﹤0.01% 1229