Curi Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Curi Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$41.58 - $47.99 $64,365 - $74,288	1,548 Added 32.63%	6,292 $301,000
Q3 2023 Nov 06, 2023	BUY	$43.5 - $47.63 $206,364 - $225,956	4,744 New	4,744 $207,000
Q1 2023 May 03, 2023	SELL	$42.2 - $46.17 $90,054 - $98,526	-2,134 Reduced 31.59%	4,621 $208,000
Q4 2022 Feb 03, 2023	BUY	$36.19 - $43.78 $244,463 - $295,733	6,755 New	6,755 $283,000
Q2 2022 Aug 08, 2022	BUY	$40.38 - $48.66 $121 - $145	3 Added 1.84%	166 $7,000
Q4 2021 Feb 09, 2022	BUY	$49.38 - $52.95 $8,048 - $8,630	163 New	163 $8,000
Q1 2021 Apr 29, 2021	SELL	$46.87 - $50.05 $7,405 - $7,907	-158 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$39.45 - $47.53 $6,233 - $7,509	158 New	158 $7,000

2,382

2.11B

217K

607K

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