VWM
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Venturi Wealth Management’s Resources Connection RGP Stock Holding History

Venturi Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-928
Closed -$7.92K – 1540
2024
Q4 		$7.92K Buy
+928
New +$7.92K ﹤0.01% 1499