VWM
GOOD

Venturi Wealth Management’s Gladstone Commercial Corp GOOD Stock Holding History

Venturi Wealth Management’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-281
Closed -$4.56K – 1093
2024
Q4 		$4.56K Hold
281
– – ﹤0.01% 1704
2024
Q3 		$4.56K Buy
+281
New +$4.22K ﹤0.01% 1461

Other funds holding GOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Venturi Wealth Management's GOOD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Gladstone Commercial Corp (GOOD) in Q1 2025, closing a stake of 281 shares — an estimated $4.56K sold.

Venturi Wealth Management first reported a position in GOOD in Q3 2024 and held it in 2 quarters. The position peaked at $4.56K in Q4 2024. 185 funds tracked by Wall St. Rank hold GOOD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Gladstone Commercial Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 281 Gladstone Commercial Corp shares in Q1 2025, an estimated $4.56K.
  • Venturi Wealth Management first reported a position in Gladstone Commercial Corp in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Gladstone Commercial Corp position peaked at $4.56K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.