Curio Wealth, LLC Vanguard Large Cap ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 446 shares of VV stock, worth $123,684. This represents 0.06% of its overall portfolio holdings.

Number of Shares

446

Holding current value

$123,684

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$260.27 - $280.65 $116,080 - $125,169	446 New	446 $120 Million

Others Institutions Holding VV

# of Institutions

1,233

Shares Held

105M

Call Options Held

29.3K

Put Options Held

25.9K

Jones Financial Companies Lllp

15.9M
Shares

$4.41 Billion
4.1% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.12% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$948 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$863 Million
0.07% of portfolio

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About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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