VWM
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Venturi Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Venturi Wealth Management’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,400
Closed -$114K – 1518
2024
Q4 		$114K Buy
+4,400
New +$114K 0.01% 718