Curi Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Curi Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,292	Closed	-$301K	–	146
2023 Q4	$301K	Buy	6,292 +1,548	+33%	+$69.3K	0.04%	123
2023 Q3	$207K	Buy	+4,744	New	+$217K	0.03%	141
2023 Q2	–	Sell	-4,621	Closed	-$209K	–	179
2023 Q1	$209K	Sell	4,621 -2,134	-32%	-$95.1K	0.03%	159
2022 Q4	$284K	Buy	+6,755	New	+$274K	0.04%	153
2022 Q3	–	Sell	-166	Closed	-$7K	–	670
2022 Q2	$7K	Buy	166 +3	+2%	+$133	﹤0.01%	428
2022 Q1	$7K	Hold	163	–	–	﹤0.01%	397
2021 Q4	$8K	Buy	+163	New	+$8.37K	﹤0.01%	342
2021 Q1	–	Sell	-158	Closed	-$7K	–	466
2020 Q4	$7K	Buy	+158	New	+$6.95K	0.01%	292

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi Wealth Management's VEA Position: Q1 2024 in Review

Curi Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 6,292 shares — an estimated $301K sold.

Curi Wealth Management first reported a position in VEA in Q4 2020 and held it in 8 quarters. The position peaked at $301K in Q4 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Curi Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 6,292 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $301K.
Curi Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $301K in Q4 2023.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.