VWM
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Venturi Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Venturi Wealth Management’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,234
Closed -$50.7K – 939
2024
Q4 		$50.7K Buy
+1,234
New +$50.7K ﹤0.01% 1013