VWM
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Venturi Wealth Management’s XPeng XPEV Stock Holding History

Venturi Wealth Management’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,122
Closed -$108K – 1872
2024
Q4 		$108K Buy
9,122
+64
+0.7% +$756 0.01% 740
2024
Q3 		$110K Buy
+9,058
New +$110K 0.01% 533