CWM
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Curi Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Curi Wealth Management’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27
Closed -$4K – 461
2020
Q4 		$4K Buy
+27
New +$3.97K ﹤0.01% 315

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Curi Wealth Management's VAW Position: Q1 2021 in Review

Curi Wealth Management sold out of Vanguard Materials ETF (VAW) in Q1 2021, closing a stake of 27 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in VAW in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 285 funds tracked by Wall St. Rank hold VAW as of Q1 2021.

  • Curi Wealth Management reported no remaining Vanguard Materials ETF position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 27 Vanguard Materials ETF shares in Q1 2021, an estimated $4K.
  • Curi Wealth Management first reported a position in Vanguard Materials ETF in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Materials ETF position peaked at $4K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.