A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 36 shares of VDC stock, worth $7,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 46 21.74%
Holding current value
$7,751
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$210.96 - $223.62 $2,109 - $2,236
-10 Reduced 21.74%
36 $7,000
Q1 2023

May 02, 2023

BUY
$184.07 - $195.02 $8,467 - $8,970
46 New
46 $8,000
Q2 2022

Aug 12, 2022

BUY
$177.06 - $208.31 $178,122 - $209,559
1,006 Added 609.7%
1,171 $217,000
Q3 2019

Oct 29, 2019

BUY
$155.08 - $157.18 $25,588 - $25,934
165 New
165 $26,000

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.