Curi Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,566	Closed	-$371K	–	150
2023 Q4	$371K	Buy	1,566 +416	+36%	+$92K	0.05%	102
2023 Q3	$244K	Sell	1,150 -101	-8%	-$22.4K	0.04%	133
2023 Q2	$275K	Sell	1,251 -281	-18%	-$58.6K	0.04%	135
2023 Q1	$313K	Sell	1,532 -1,539	-50%	-$308K	0.04%	119
2022 Q4	$587K	Buy	3,071 +422	+16%	+$81.3K	0.08%	108
2022 Q3	$475K	Buy	2,649 +1,730	+188%	+$345K	0.08%	106
2022 Q2	$173K	Buy	919 +814	+775%	+$167K	0.03%	130
2022 Q1	$23K	Buy	105 +43	+69%	+$9.67K	﹤0.01%	271
2021 Q4	$15K	Buy	+62	New	+$14.6K	﹤0.01%	277
2021 Q1	–	Sell	-19	Closed	-$3K	–	477
2020 Q4	$3K	Buy	+19	New	+$3.47K	﹤0.01%	325

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 1,566 shares — an estimated $371K sold.

Curi Wealth Management first reported a position in VTI in Q4 2020 and held it in 10 quarters. The position peaked at $587K in Q4 2022. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Curi Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,566 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $371K.
Curi Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Vanguard Total Stock Market ETF position peaked at $587K in Q4 2022.
2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

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