CFAM
Coury Firm Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $373K | Hold |
1,918
| – | – | 0.6% | 21 |
|
|
2023
Q2 | $387K | Hold |
1,918
| – | – | 0.56% | 27 |
|
|
2023
Q1 | $357K | Hold |
1,918
| – | – | 0.5% | 33 |
|
|
2022
Q4 | $334K | Hold |
1,918
| – | – | 0.5% | 32 |
|
|
2022
Q3 | $313K | Hold |
1,918
| – | – | 0.47% | 33 |
|
|
2022
Q2 | $330K | Sell |
1,918
-643
| -25% | -$111K | 0.44% | 33 |
|
|
2022
Q1 | $531K | Hold |
2,561
| – | – | 0.46% | 27 |
|
|
2021
Q4 | $560K | Buy |
+2,561
| New | +$560K | 0.43% | 33 |
|