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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,597
Closed -$232K – 149
2023
Q4 		$232K Buy
+1,597
New +$214K 0.03% 141

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2024, closing a stake of 1,597 shares — an estimated $232K sold.

Curi Wealth Management first reported a position in VOE in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 978 funds tracked by Wall St. Rank hold VOE as of Q1 2024.

  • Curi Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,597 Vanguard Mid-Cap Value ETF shares in Q1 2024, an estimated $232K.
  • Curi Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $232K in Q4 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2024.

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