CWM
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Curi Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Curi Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-595
Closed -$78K – 686
2022
Q2 		$78K Buy
595
+455
+325% +$59.6K 0.02% 194
2022
Q1 		$20K Buy
+140
New +$20K ﹤0.01% 291