Curi Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$33K	–	674
2022 Q2	$33K	Hold	200	–	–	0.01%	260
2022 Q1	$38K	Buy	+200	New	+$38.5K	0.01%	239
2021 Q1	–	Sell	-156	Closed	-$26K	–	469
2020 Q4	$26K	Buy	+156	New	+$25K	0.02%	195

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Curi Wealth Management's VIS Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 200 shares — an estimated $33K sold.

Curi Wealth Management first reported a position in VIS in Q4 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2022. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Curi Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 200 Vanguard Industrials ETF shares in Q3 2022, an estimated $33K.
Curi Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 3 quarters.
Curi Wealth Management's Vanguard Industrials ETF position peaked at $38K in Q1 2022.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.