Curi Wealth Management, LLC Vanguard Materials ETF Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$153.25 - $174.4 $4,137 - $4,708	-27 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$132.46 - $156.97 $3,576 - $4,238	27 New	27 $4,000

Others Institutions Holding VAW

# of Institutions

410

Shares Held

7.28M

Call Options Held

6.8K

Put Options Held

3.1K

Bank Of America Corp Charlotte, NC

1.43M
Shares

$301 Million
0.03% of portfolio
Beacon Capital Management, Inc.

776K
Shares

$164 Million
7.07% of portfolio
Envestnet Asset Management Inc

369K
Shares

$77.8 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

308K
Shares

$64.9 Million
0.22% of portfolio
Personal Capital Advisors Corp

298K
Shares

$62.9 Million
0.25% of portfolio

About VANGUARD MATERIALS ETF

Ticker VAW
Sector ETFs
Industry ETFs

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