Curi Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,256	Closed	-$829K	–	148
2023 Q4	$829K	Buy	14,256 +44	+0.3%	+$2.35K	0.11%	72
2023 Q3	$740K	Sell	14,212 -32	-0.2%	-$1.75K	0.11%	72
2023 Q2	$784K	Sell	14,244 -64	-0.4%	-$3.35K	0.11%	82
2023 Q1	$754K	Buy	14,308 +80	+0.6%	+$4.26K	0.11%	88
2022 Q4	$725K	Buy	14,228 +24	+0.2%	+$1.22K	0.1%	104
2022 Q3	$668K	Buy	14,204 +13,848	+3,890%	+$724K	0.11%	96
2022 Q2	$17K	Buy	356 +4	+1%	+$216	﹤0.01%	321
2022 Q1	$21K	Hold	352	–	–	﹤0.01%	280
2021 Q4	$22K	Buy	+352	New	+$22.1K	﹤0.01%	243
2021 Q1	–	Sell	-1,208	Closed	-$62K	–	472
2020 Q4	$62K	Buy	+1,208	New	+$58.5K	0.04%	142

Other funds holding VO

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Curi Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 14,256 shares — an estimated $829K sold.

Curi Wealth Management first reported a position in VO in Q4 2020 and held it in 10 quarters. The position peaked at $829K in Q4 2023. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Curi Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 14,256 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $829K.
Curi Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Vanguard Mid-Cap ETF position peaked at $829K in Q4 2023.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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