Venturi Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Venturi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$71.05 - $89.54 $5,968 - $7,521	84 New	84 $7,000
Q2 2023 Jul 24, 2023	BUY	$78.4 - $83.98 $862 - $923	11 New	11 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-2,570 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	2,570 New	2,570 $212,000
Q1 2018 May 09, 2018	SELL	N/A	-4,385 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	4,385	4,385 $364,000

1,824

242M

1.22M

1.53M

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