CFAM
Coury Firm Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.3M | Buy |
13,489
+2,610
| +24% | +$1.02M | 8.46% | 3 |
|
|
2023
Q2 | $4.43M | Buy |
10,879
+214
| +2% | +$87.2K | 6.39% | 4 |
|
|
2023
Q1 | $4.01M | Buy |
10,665
+6
| +0.1% | +$2.26K | 5.64% | 5 |
|
|
2022
Q4 | $3.74M | Buy |
10,659
+14
| +0.1% | +$4.92K | 5.57% | 6 |
|
|
2022
Q3 | $3.5M | Buy |
10,645
+2,681
| +34% | +$880K | 5.28% | 6 |
|
|
2022
Q2 | $2.76M | Buy |
7,964
+2,178
| +38% | +$756K | 3.66% | 9 |
|
|
2022
Q1 | $2.4M | Sell |
5,786
-678
| -10% | -$281K | 2.08% | 10 |
|
|
2021
Q4 | $2.82M | Buy |
+6,464
| New | +$2.82M | 2.14% | 9 |
|