Curio Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 547 shares of VBR stock, worth $109,941. This represents 0.06% of its overall portfolio holdings.

Number of Shares

547

Holding current value

$109,941

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$197.36 - $217.3 $107,955 - $118,863	547 New	547 $108 Million

Others Institutions Holding VBR

# of Institutions

1,676

Shares Held

99.9M

Call Options Held

53.2K

Put Options Held

18.8K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.71 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$885 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$804 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$755 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$743 Million
1.78% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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