Coury Firm Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$202K	Buy	3,872 +16	+0.4%	+$877	0.32%	47
2023 Q2	$212K	Buy	3,856 +12	+0.3%	+$629	0.31%	52
2023 Q1	$203K	Buy	+3,844	New	+$205K	0.28%	54
2022 Q2	–	Sell	-3,748	Closed	-$223K	–	59
2022 Q1	$223K	Buy	3,748 +12	+0.3%	+$704	0.19%	56
2021 Q4	$238K	Buy	+3,736	New	+$234K	0.18%	54

Other funds holding VO

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coury Firm Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.41% in Q3 2023, buying an estimated $877 and bringing the position to 3,872 shares worth $202K. The position accounts for 0.32% of the portfolio, ranked #47.

Coury Firm Asset Management first reported a position in VO in Q4 2021 and has held it in 5 quarters since. The position peaked at $238K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Coury Firm Asset Management held 3,872 shares of Vanguard Morningstar Mid-Cap ETF worth $202K as of Q3 2023.
Coury Firm Asset Management bought 16 Vanguard Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $877.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Coury Firm Asset Management's portfolio in Q3 2023, its #47 holding.
Coury Firm Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Coury Firm Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $238K in Q4 2021.
1,650 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

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