Curio Wealth, LLC Vanguard Small Cap ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 215 shares of VB stock, worth $47,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares

215

Holding current value

$47,717

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$233.76 - $261.58 $50,258 - $56,239	215 New	215 $51.7 Million

Others Institutions Holding VB

# of Institutions

2,334

Shares Held

160M

Call Options Held

74.8K

Put Options Held

50.8K

Bank Of America Corp Charlotte, NC

24.8M
Shares

$5.51 Billion
0.51% of portfolio
Morgan Stanley New York, NY

7.54M
Shares

$1.67 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.33M
Shares

$1.63 Billion
1.68% of portfolio
Wells Fargo & Company San Francisco, CA

5.67M
Shares

$1.26 Billion
0.32% of portfolio
Envestnet Asset Management Inc

5.26M
Shares

$1.17 Billion
0.42% of portfolio

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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