VWM
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Venturi Wealth Management’s ENI E Stock Holding History

Venturi Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-174
Closed -$4.76K – 915
2024
Q4 		$4.76K Sell
174
-78
-31% -$2.13K ﹤0.01% 1684
2024
Q3 		$7.64K Buy
252
+133
+112% +$4.03K ﹤0.01% 1265
2024
Q2 		$3.67K Buy
+119
New +$3.67K ﹤0.01% 1283