CURI WEALTH MANAGEMENT, LLC – Vanguard Growth Index Fund Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$309,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +93.04% | 695 shares | 142K | $213.95 | 1.44K |
| Q2 2022 | share | Increase | +47.92% | 242 shares | 22K | $222.89 | 747 |
| Q1 2022 | share | Increase | 0.00% | 505 shares | 145K | $287.6 | 505 |