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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.