CWM
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Curi Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Curi Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-73
Closed -$12K – 465
2020
Q4 		$12K Buy
+73
New +$12.4K 0.01% 232

Other funds holding VDC

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 73 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in VDC in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

  • Curi Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 73 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $12K.
  • Curi Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Consumer Staples ETF position peaked at $12K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

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