Curio Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
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 706 shares of VBR stock, worth $145,054. This represents 0.06% of its overall portfolio holdings.
Number of Shares
706
Previous 706
-0.0%
Holding current value
$145,054
Previous $138 Million
7.03%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,793Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio