VWM
JBGS

Venturi Wealth Management’s JBG SMITH JBGS Stock Holding History

Venturi Wealth Management’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,203
Closed -$18.5K – 1234
2024
Q4 		$18.5K Buy
1,203
+211
+21% +$3.24K ﹤0.01% 1282
2024
Q3 		$17.3K Buy
992
+91
+10% +$1.59K ﹤0.01% 1052
2024
Q2 		$13.7K Buy
901
+758
+530% +$11.5K ﹤0.01% 1029
2024
Q1 		$2.3K Buy
+143
New +$2.3K ﹤0.01% 1235