VWM
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Venturi Wealth Management’s RH RH Stock Holding History

Venturi Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$10.2K – 1541
2024
Q4 		$10.2K Buy
26
+1
+4% +$394 ﹤0.01% 1427
2024
Q3 		$8.36K Buy
+25
New +$8.36K ﹤0.01% 1234