VWM
SAFE

Venturi Wealth Management’s Safehold SAFE Stock Holding History

Venturi Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-304
Closed -$5.62K – 1570
2024
Q4 		$5.62K Buy
304
+146
+92% +$2.7K ﹤0.01% 1618
2024
Q3 		$4.15K Buy
+158
New +$4.15K ﹤0.01% 1532