Curi Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-255	Closed	-$17K	–	688
2022 Q2	$17K	Hold	255	–	–	﹤0.01%	324
2022 Q1	$21K	Buy	255 +1	+0.4%	+$82	﹤0.01%	281
2021 Q4	$22K	Buy	+254	New	+$23.2K	﹤0.01%	244

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Curi Wealth Management's VTWO Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2022, closing a stake of 255 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in VTWO in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

Curi Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 255 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $17K.
Curi Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Vanguard Russell 2000 ETF position peaked at $22K in Q4 2021.
374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.