Coury Firm Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.98M	Sell	76,084 -4,850	-6%	-$198K	4.77%	6
2023 Q2	$3.29M	Buy	80,934 +290	+0.4%	+$11.7K	4.75%	6
2023 Q1	$3.26M	Sell	80,644 -4,433	-5%	-$181K	4.58%	6
2022 Q4	$3.32M	Buy	85,077 +873	+1%	+$33.3K	4.93%	7
2022 Q3	$3.07M	Buy	84,204 +741	+0.9%	+$30.1K	4.64%	7
2022 Q2	$3.48M	Buy	83,463 +61,003	+272%	+$2.63M	4.61%	8
2022 Q1	$1.04M	Buy	22,460 +2,948	+15%	+$142K	0.9%	18
2021 Q4	$965K	Buy	+19,512	New	+$984K	0.73%	21

Other funds holding VWO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Coury Firm Asset Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6% in Q3 2023, selling an estimated $198K and leaving 76,084 shares worth $2.98M. The position accounts for 4.77% of the portfolio, ranked #6.

Coury Firm Asset Management first reported a position in VWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.48M in Q2 2022. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Coury Firm Asset Management held 76,084 shares of Vanguard FTSE Emerging Markets ETF worth $2.98M as of Q3 2023.
Coury Firm Asset Management sold 4,850 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $198K.
Vanguard FTSE Emerging Markets ETF made up 4.77% of Coury Firm Asset Management's portfolio in Q3 2023, its #6 holding.
Coury Firm Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.48M in Q2 2022.
1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

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