VWM
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Venturi Wealth Management’s Banco Santander SAN Stock Holding History

Venturi Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Buy
101,574
+1,817
+2% +$21.7K 0.05% 184
2025
Q4 		$1.17M Buy
99,757
+25,529
+34% +$271K 0.05% 172
2025
Q3 		$778K Buy
74,228
+5,001
+7% +$46.6K 0.04% 241
2025
Q2 		$575K Buy
+69,227
New +$515K 0.03% 303
2023
Q4 		– Sell
-730
Closed -$2.75K – 1425
2023
Q3 		$2.75K Buy
+730
New +$2.77K ﹤0.01% 1108

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MIP
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