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

Curi Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,597
Closed -$232K – 149
2023
Q4 		$232K Buy
+1,597
New +$232K 0.03% 141