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Curi Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Curi Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,851
Closed -$483K – 192
2022
Q4 		$483K Buy
+5,851
New +$485K 0.07% 115

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 5,851 shares — an estimated $483K sold.

Curi Wealth Management first reported a position in VNQ in Q4 2022 and held it in 1 quarter. The position peaked at $483K in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Curi Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 5,851 Vanguard Real Estate ETF shares in Q1 2023, an estimated $483K.
  • Curi Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Real Estate ETF position peaked at $483K in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

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