VWM
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Venturi Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Venturi Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,593
Closed -$109K – 1033
2024
Q4 		$109K Hold
4,593
– – 0.01% 735
2024
Q3 		$110K Hold
4,593
– – 0.01% 534
2024
Q2 		$103K Buy
+4,593
New +$103K 0.01% 500