CWM
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Curi Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curi Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,446
Closed -$246K – 147
2023
Q4 		$246K Buy
+1,446
New +$233K 0.03% 132

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,446 shares — an estimated $246K sold.

Curi Wealth Management first reported a position in VIG in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Curi Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,446 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $246K.
  • Curi Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $246K in Q4 2023.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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