VWM
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Venturi Wealth Management’s Definitive Healthcare DH Stock Holding History

Venturi Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-215
Closed -$1.72K – 1355
2023
Q3 		$1.72K Hold
215
– – ﹤0.01% 1202
2023
Q2 		$2.37K Hold
215
– – ﹤0.01% 891
2023
Q1 		$2.22K Buy
+215
New +$2.22K ﹤0.01% 989