Venturi Wealth Management »

Ishares Tr usa min vo shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 4.2k 78.04
2023-09-30 $753k 10k 72.38
2023-06-30 $972k 13k 74.33
2023-03-31 $984k 14k 72.74
2022-12-31 $754k 11k 72.10
2022-09-30 $717k 11k 66.12
2022-06-30 $555k 7.9k 70.24
2022-03-31 $618k 8.0k 77.58
2021-12-31 $692k 8.6k 80.93
2021-03-31 $426k 6.2k 69.19
2020-12-31 $850k 13k 67.92
2020-09-30 $767k 12k 63.73
2020-06-30 $719k 12k 60.66
2020-03-31 $940k 17k 53.99
2019-12-31 $1.2M 18k 65.57
2019-09-30 $2.3M 35k 64.11
2019-06-30 $1.4M 23k 61.72
2019-03-31 $1.2M 20k 59.03
2018-12-31 $736k 14k 51.21
2018-09-30 $5.7M 101k 57.03
2018-06-30 $504k 9.1k 55.55
2018-03-31 $466k 9.0k 51.92
2017-12-31 $467k 8.8k 52.78
2017-09-30 $617k 12k 50.47
2017-06-30 $446k 9.1k 48.89
2017-03-31 $501k 11k 47.88
2016-12-31 $400k 8.8k 45.24
2016-09-30 $315k 6.9k 45.39