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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$359K	Sell
2023 Q3	$321K	Sell
2023 Q2	$398K	Sell
2023 Q1	$362K	Buy
2022 Q4	$299K	Sell
2022 Q3	$309K	Buy
2022 Q2	$167K	Buy
2022 Q1	$145K	Buy