Coury Firm Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Coury Firm Asset Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$304K	Hold	6,956	–	–	0.49%	31
2023 Q2	$321K	Hold	6,956	–	–	0.46%	36
2023 Q1	$314K	Hold	6,956	–	–	0.44%	41
2022 Q4	$292K	Hold	6,956	–	–	0.43%	36
2022 Q3	$253K	Sell	6,956 -3,250	-32%	-$132K	0.38%	37
2022 Q2	$416K	Hold	10,206	–	–	0.55%	26
2022 Q1	$490K	Buy	10,206 +2,827	+38%	+$138K	0.42%	31
2021 Q4	$377K	Buy	+7,379	New	+$379K	0.29%	41

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coury Firm Asset Management's VEA Position: Q3 2023 in Review

Coury Firm Asset Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2023 at 6,956 shares worth $304K. The position accounts for 0.49% of the portfolio, ranked #31.

Coury Firm Asset Management first reported a position in VEA in Q4 2021 and has held it in 8 quarters since. The position peaked at $490K in Q1 2022. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Coury Firm Asset Management held 6,956 shares of Vanguard FTSE Developed Markets ETF worth $304K as of Q3 2023.
Coury Firm Asset Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2023.
Vanguard FTSE Developed Markets ETF made up 0.49% of Coury Firm Asset Management's portfolio in Q3 2023, its #31 holding.
Coury Firm Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $490K in Q1 2022.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.