VWM
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Venturi Wealth Management’s NCR Voyix VYX Stock Holding History

Venturi Wealth Management’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-575
Closed -$7.96K – 1826
2024
Q4 		$7.96K Buy
575
+393
+216% +$5.44K ﹤0.01% 1496
2024
Q3 		$2.47K Buy
182
+81
+80% +$1.1K ﹤0.01% 1630
2024
Q2 		$1.25K Buy
+101
New +$1.25K ﹤0.01% 1436