CURI WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$475,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +188.25% | 1.73K shares | 302K | $179.47 | 2.64K |
| Q2 2022 | share | Increase | +775.24% | 814 shares | 150K | $188.62 | 919 |
| Q1 2022 | share | Increase | +69.35% | 43 shares | 8K | $227.67 | 105 |
| Q4 2021 | share | Increase | 0.00% | 62 shares | 15K | $242.21 | 62 |
| Q1 2021 | share | Decrease | -100.00% | -19 shares | -3K | $205.41 | 0 |
| Q4 2020 | share | Increase | 0.00% | 19 shares | 3K | $192.8 | 19 |