Curi Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $784K | Sell |
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|
2023
Q1 | $754K | Buy |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $62K | Buy |
|