Vanguard Total Stock Market ETF shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Vanguard Total Stock Market ETF
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All positions including Vanguard Total Stock Market ETF held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $371k | 1.6k | 237.19 |
2023-09-30 | $244k | 1.2k | 212.42 |
2023-06-30 | $276k | 1.3k | 220.19 |
2023-03-31 | $313k | 1.5k | 204.07 |
2022-12-31 | $587k | 3.1k | 191.19 |
2022-09-30 | $475k | 2.6k | 179.31 |
2022-06-30 | $173k | 919 | 188.25 |
2022-03-31 | $23k | 105 | 219.05 |
2021-12-31 | $15k | 62 | 241.94 |
2020-12-31 | $3.0k | 19 | 157.89 |
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