Curi Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$73.35 - $75.8 $4.06 Million - $4.19 Million	55,329 Added 848.21%	61,852 $4.65 Million
Q3 2022 Nov 08, 2022	BUY	$74.01 - $77.39 $450,054 - $470,608	6,081 Added 1375.79%	6,523 $485,000
Q1 2022 May 06, 2022	SELL	$77.77 - $81.19 $48,528 - $50,662	-624 Reduced 58.54%	442 $34,000
Q4 2021 Feb 09, 2022	BUY	$81.21 - $82.44 $86,569 - $87,881	1,066 New	1,066 $86,000
Q1 2021 Apr 29, 2021	SELL	$82.19 - $83.24 $41,259 - $41,786	-502 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$82.66 - $83.25 $41,495 - $41,791	502 New	502 $41,000

1,375

314M

7.7K

5.1K

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