Venturi Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Venturi Wealth Management’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$846K	Buy
2025 Q2	$806K	Buy
2025 Q1	$812K	Buy
2024 Q4	$612K	Buy
2024 Q3	$477K	Buy
2024 Q2	$429K	Buy
2024 Q1	$402K	Buy
2023 Q4	$232K	Buy
2023 Q3	$80.9K	Buy