Curi RMB Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
36,037
+9,438
| +35% | +$2.65M | 0.19% | 139 |
|
|
2025
Q1 | $6.88M | Sell |
26,599
-8,737
| -25% | -$2.26M | 0.17% | 165 |
|
|
2024
Q4 | $9.33M | Sell |
35,336
-100
| -0.3% | -$26.4K | 0.22% | 138 |
|
|
2024
Q3 | $9.35M | Sell |
35,436
-804
| -2% | -$212K | 0.21% | 141 |
|
|
2024
Q2 | $8.77M | Sell |
36,240
-217
| -0.6% | -$52.5K | 0.21% | 140 |
|
|
2024
Q1 | $9.11M | Buy |
36,457
+3,054
| +9% | +$763K | 0.21% | 136 |
|
|
2023
Q4 | $7.77M | Sell |
33,403
-4,396
| -12% | -$1.02M | 0.24% | 115 |
|
|
2023
Q3 | $7.87M | Buy |
37,799
+80
| +0.2% | +$16.7K | 0.27% | 100 |
|
|
2023
Q2 | $8.3M | Sell |
37,719
-4,268
| -10% | -$940K | 0.27% | 105 |
|
|
2023
Q1 | $8.86M | Sell |
41,987
-1,186
| -3% | -$250K | 0.31% | 96 |
|
|
2022
Q4 | $8.8M | Sell |
43,173
-2,475
| -5% | -$504K | 0.31% | 99 |
|
|
2022
Q3 | $8.58M | Sell |
45,648
-47
| -0.1% | -$8.84K | 0.32% | 95 |
|
|
2022
Q2 | $9M | Sell |
45,695
-2,622
| -5% | -$516K | 0.31% | 90 |
|
|
2022
Q1 | $11.5M | Buy |
48,317
+2,515
| +5% | +$598K | 0.36% | 80 |
|
|
2021
Q4 | $11.7M | Sell |
45,802
-4,961
| -10% | -$1.26M | 0.35% | 82 |
|
|
2021
Q3 | $12M | Buy |
50,763
+299
| +0.6% | +$70.8K | 0.39% | 75 |
|
|
2021
Q2 | $12M | Sell |
50,464
-1,290
| -2% | -$306K | 0.4% | 76 |
|
|
2021
Q1 | $11.5M | Buy |
51,754
+21
| +0% | +$4.65K | 0.42% | 72 |
|
|
2020
Q4 | $10.7M | Buy |
51,733
+489
| +1% | +$101K | 0.39% | 71 |
|
|
2020
Q3 | $9.03M | Buy |
51,244
+340
| +0.7% | +$59.9K | 0.39% | 65 |
|
|
2020
Q2 | $8.34M | Sell |
50,904
-960
| -2% | -$157K | 0.37% | 70 |
|
|
2020
Q1 | $6.83M | Sell |
51,864
-2,202
| -4% | -$290K | 0.32% | 79 |
|
|
2019
Q4 | $9.63M | Sell |
54,066
-2,359
| -4% | -$420K | 0.27% | 87 |
|
|
2019
Q3 | $9.46M | Buy |
56,425
+585
| +1% | +$98K | 0.25% | 90 |
|
|
2019
Q2 | $9.33M | Buy |
55,840
+465
| +0.8% | +$77.7K | 0.24% | 97 |
|
|
2019
Q1 | $8.9M | Sell |
55,375
-295
| -0.5% | -$47.4K | 0.22% | 99 |
|
|
2018
Q4 | $7.69M | Sell |
55,670
-1,193
| -2% | -$165K | 0.2% | 110 |
|
|
2018
Q3 | $9.34M | Sell |
56,863
-40
| -0.1% | -$6.57K | 0.22% | 105 |
|
|
2018
Q2 | $8.97M | Buy |
56,903
+1,025
| +2% | +$162K | 0.21% | 108 |
|
|
2018
Q1 | $8.62M | Buy |
55,878
+28,530
| +104% | +$4.4M | 0.22% | 109 |
|
|
2017
Q4 | $4.23M | Buy |
+27,348
| New | +$4.23M | 0.11% | 233 |
|