VWM
DNB

Venturi Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Venturi Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-354
Closed -$4.41K – 894
2024
Q4 		$4.41K Buy
354
+162
+84% +$2.02K ﹤0.01% 1722
2024
Q3 		$2.21K Sell
192
-423
-69% -$4.87K ﹤0.01% 1651
2024
Q2 		$5.7K Buy
615
+275
+81% +$2.55K ﹤0.01% 1206
2024
Q1 		$3.41K Buy
+340
New +$3.41K ﹤0.01% 1157