Venturi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Venturi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$47.74 - $48.54 $11,696 - $11,892	245 Added 60.49%	650 $31,000
Q1 2024 Apr 23, 2024	SELL	$47.38 - $47.91 $12,934 - $13,079	-273 Reduced 40.27%	405 $19,000
Q4 2023 Jan 23, 2024	BUY	$46.72 - $48.12 $8,129 - $8,372	174 Added 34.52%	678 $32,000
Q3 2023 Nov 02, 2023	BUY	$46.9 - $47.47 $187 - $189	4 Added 0.8%	504 $23,000
Q2 2023 Jul 24, 2023	BUY	$47.37 - $48.0 $23,685 - $24,000	500 New	500 $23,000

758

140M

14.1K

7.6K

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

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