Curi Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,880	Closed	-$229K	–	193
2022 Q4	$229K	Buy	+5,880	New	+$224K	0.03%	171
2022 Q3	–	Sell	-433	Closed	-$18K	–	690
2022 Q2	$18K	Buy	433 +2	+0.5%	+$86	﹤0.01%	316
2022 Q1	$19K	Sell	431 -14,344	-97%	-$690K	﹤0.01%	296
2021 Q4	$730K	Buy	+14,775	New	+$745K	0.13%	61
2021 Q1	–	Sell	-44	Closed	-$2K	–	482
2020 Q4	$2K	Buy	+44	New	+$2.07K	﹤0.01%	346

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Curi Wealth Management's VWO Position: Q1 2023 in Review

Curi Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 5,880 shares — an estimated $229K sold.

Curi Wealth Management first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $730K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Curi Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 5,880 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $229K.
Curi Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $730K in Q4 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.