Curio Wealth, LLC Vanguard Mid Cap ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 11,739 shares of VO stock, worth $3.23 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

11,739

Holding current value

$3.23 Million

% of portfolio

1.67%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$261.5 - $284.63 $3.07 Million - $3.34 Million	11,739 New	11,739 $3.1 Billion

Others Institutions Holding VO

# of Institutions

2,254

Shares Held

186M

Call Options Held

52.1K

Put Options Held

9.6K

Wells Fargo & Company San Francisco, CA

22.4M
Shares

$6.16 Billion
1.37% of portfolio
Jones Financial Companies Lllp

17.4M
Shares

$4.8 Billion
4.4% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.42 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.25 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.03 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account