VWM
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Venturi Wealth Management’s Simulations Plus SLP Stock Holding History

Venturi Wealth Management’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$4.18K – 1613
2024
Q4 		$4.18K Buy
+150
New +$4.18K ﹤0.01% 1745