Curi Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,616	Closed	-$783K	–	191
2022 Q4	$783K	Buy	+19,616	New	+$800K	0.11%	100
2022 Q3	–	Sell	-520	Closed	-$21K	–	672
2022 Q2	$21K	Buy	+520	New	+$23.4K	﹤0.01%	301
2021 Q1	–	Sell	-1,256	Closed	-$55K	–	468
2020 Q4	$55K	Buy	+1,256	New	+$51.7K	0.04%	151

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curi Wealth Management's VGT Position: Q1 2023 in Review

Curi Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 19,616 shares — an estimated $783K sold.

Curi Wealth Management first reported a position in VGT in Q4 2020 and held it in 3 quarters. The position peaked at $783K in Q4 2022. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Curi Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 19,616 Vanguard Information Technology ETF shares in Q1 2023, an estimated $783K.
Curi Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 3 quarters.
Curi Wealth Management's Vanguard Information Technology ETF position peaked at $783K in Q4 2022.
1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.