VWM
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Venturi Wealth Management’s Viemed Healthcare VMD Stock Holding History

Venturi Wealth Management’s Portfolio VMD Stock Details VMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-948
Closed -$7.6K – 1802
2024
Q4 		$7.6K Hold
948
– – ﹤0.01% 1516
2024
Q3 		$6.95K Buy
+948
New +$6.77K ﹤0.01% 1292

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KLP
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NCM
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Geode Capital Management
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Goldman Sachs
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State Street
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Venturi Wealth Management's VMD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Viemed Healthcare (VMD) in Q1 2025, closing a stake of 948 shares — an estimated $7.6K sold.

Venturi Wealth Management first reported a position in VMD in Q3 2024 and held it in 2 quarters. The position peaked at $7.6K in Q4 2024. 139 funds tracked by Wall St. Rank hold VMD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Viemed Healthcare position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 948 Viemed Healthcare shares in Q1 2025, an estimated $7.6K.
  • Venturi Wealth Management first reported a position in Viemed Healthcare in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Viemed Healthcare position peaked at $7.6K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Viemed Healthcare as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.