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
Download as csv Download as ExcelQuarterly 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 |