Venturi Wealth Management’s Velocity Financial VEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-281	Closed	-$5.5K	–	1783
2024 Q4	$5.5K	Hold	281	–	–	﹤0.01%	1625
2024 Q3	$5.51K	Buy	+281	New	+$5.51K	﹤0.01%	1366