Curi Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,918	Closed	-$359K	–	151
2023 Q4	$359K	Sell	6,918 -144	-2%	-$6.95K	0.05%	105
2023 Q3	$321K	Sell	7,062 -1,368	-16%	-$64.6K	0.05%	108
2023 Q2	$398K	Sell	8,430 -276	-3%	-$12K	0.05%	108
2023 Q1	$362K	Buy	8,706 +276	+3%	+$10.7K	0.05%	109
2022 Q4	$299K	Sell	8,430 -222	-3%	-$8.17K	0.04%	147
2022 Q3	$309K	Buy	8,652 +4,170	+93%	+$168K	0.05%	133
2022 Q2	$167K	Buy	4,482 +1,452	+48%	+$59.7K	0.03%	135
2022 Q1	$145K	Buy	+3,030	New	+$143K	0.03%	132

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Curi Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 6,918 shares — an estimated $359K sold.

Curi Wealth Management first reported a position in VUG in Q1 2022 and held it in 8 quarters. The position peaked at $398K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Curi Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 6,918 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $359K.
Curi Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 8 quarters.
Curi Wealth Management's Vanguard Morningstar Growth ETF position peaked at $398K in Q2 2023.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

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