Curi Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$203.12 - $238.25 $84,497 - $99,112	416 Added 36.17%	1,566 $371,000
Q3 2023 Nov 06, 2023	SELL	$211.41 - $228.35 $21,352 - $23,063	-101 Reduced 8.07%	1,150 $244,000
Q2 2023 Jul 31, 2023	SELL	$200.75 - $220.28 $56,410 - $61,898	-281 Reduced 18.34%	1,251 $275,000
Q1 2023 May 03, 2023	SELL	$189.85 - $210.01 $292,179 - $323,205	-1,539 Reduced 50.11%	1,532 $312,000
Q4 2022 Feb 03, 2023	BUY	$179.3 - $204.18 $75,664 - $86,163	422 Added 15.93%	3,071 $587,000
Q3 2022 Nov 08, 2022	BUY	$179.47 - $216.24 $310,483 - $374,095	1,730 Added 188.25%	2,649 $475,000
Q2 2022 Aug 08, 2022	BUY	$183.02 - $230.52 $148,978 - $187,643	814 Added 775.24%	919 $173,000
Q1 2022 May 06, 2022	BUY	$209.9 - $242.97 $9,025 - $10,447	43 Added 69.35%	105 $23,000
Q4 2021 Feb 09, 2022	BUY	$221.73 - $242.96 $13,747 - $15,063	62 New	62 $15,000
Q1 2021 Apr 29, 2021	SELL	$191.87 - $208.85 $3,645 - $3,968	-19 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$166.99 - $194.64 $3,172 - $3,698	19 New	19 $3,000

Others Institutions Holding VTI

# of Institutions

3,042

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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