VWM
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Venturi Wealth Management’s US Foods USFD Stock Holding History

Venturi Wealth Management’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,488
Closed -$100K – 1765
2024
Q4 		$100K Buy
1,488
+831
+126% +$54.5K ﹤0.01% 780
2024
Q3 		$40.4K Buy
657
+275
+72% +$15.4K ﹤0.01% 829
2024
Q2 		$20.2K Buy
382
+81
+27% +$4.26K ﹤0.01% 940
2024
Q1 		$16.2K Buy
301
+5
+2% +$246 ﹤0.01% 796
2023
Q4 		$13.4K Sell
296
-49
-14% -$2.03K ﹤0.01% 807
2023
Q3 		$13.7K Buy
345
+314
+1,013% +$13K ﹤0.01% 737
2023
Q2 		$1.36K Hold
31
– – ﹤0.01% 979
2023
Q1 		$1.15K Buy
+31
New +$1.15K ﹤0.01% 1093

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