Venturi Wealth Management, LLC VTWO Holdings History
Venturi Wealth Management, LLC's Vanguard Russell 2000 Index Fund Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 496,289.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $43.29 Mil. This investment constitutes 2.14% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.37% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.
The initial trade took place in 2020Q4. And since then Venturi Wealth Management, LLC has made 12 purchases of VTWO, at an average price of $79.38, for a total of 1.18 Mil shares. In addition, there have been 7 sales at an average price of $77.71 for 683,695.00 shares. Based on historical transaction data and VTWO's current price of $91.68, Venturi Wealth Management, LLC's estimated gain on his VTWO holdings is $4.96 Mil, reflecting a 5.30% gain to date.
Venturi Wealth Management, LLC VTWO ($91.68) Holding Chart
Venturi Wealth Management, LLC VTWO ($91.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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