VWM
CTO

Venturi Wealth Management’s CTO Realty Growth CTO Stock Holding History

Venturi Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-473
Closed -$9.32K – 848
2024
Q4 		$9.32K Hold
473
– – ﹤0.01% 1449
2024
Q3 		$9K Buy
+473
New +$9K ﹤0.01% 1219