VWM
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Venturi Wealth Management’s MP Materials MP Stock Holding History

Venturi Wealth Management’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-440
Closed -$6.86K – 1349
2024
Q4 		$6.86K Hold
440
– – ﹤0.01% 1552
2024
Q3 		$7.77K Hold
440
– – ﹤0.01% 1258
2024
Q2 		$5.6K Hold
440
– – ﹤0.01% 1209
2024
Q1 		$6.29K Buy
+440
New +$6.29K ﹤0.01% 1034