VWM
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Venturi Wealth Management’s Vertex VERX Stock Holding History

Venturi Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-111
Closed -$2.3K – 1285
2023
Q1 		$2.3K Buy
+111
New +$1.71K ﹤0.01% 981

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