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Vanguard Mid-Cap ETF shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $829k 3.6k 232.64
2023-09-30 $740k 3.6k 208.21
2023-06-30 $784k 3.6k 220.19
2023-03-31 $754k 3.6k 210.91
2022-12-31 $725k 3.6k 203.78
2022-09-30 $668k 3.6k 188.12
2022-06-30 $17k 89 191.01
2022-03-31 $21k 88 238.64
2021-12-31 $22k 88 250.00
2020-12-31 $62k 302 205.30