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Curi Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Curi Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22
Closed -$4K – 689
2022
Q2 		$4K Hold
22
– – ﹤0.01% 481
2022
Q1 		$4K Hold
22
– – ﹤0.01% 434
2021
Q4 		$4K Buy
+22
New +$4.72K ﹤0.01% 390
2021
Q1 		– Sell
-22
Closed -$3K – 481
2020
Q4 		$3K Buy
+22
New +$3.65K ﹤0.01% 326

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Curi Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q3 2022, closing a stake of 22 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in VV in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Curi Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 22 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Vanguard Large-Cap ETF position peaked at $4K in Q2 2022.
  • 821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

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