Coppell Advisory Solutions Corp’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-920
Closed -$94.6K 718
2022
Q4
$94.6K Buy
+920
New +$92.5K 0.03% 225

Other funds holding MGV

Coppell Advisory Solutions Corp's MGV Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2023, closing a stake of 920 shares — an estimated $94.6K sold.

Coppell Advisory Solutions Corp first reported a position in MGV in Q4 2022 and held it in 1 quarter. The position peaked at $94.6K in Q4 2022. 333 funds tracked by Wall St. Rank hold MGV as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 920 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2023, an estimated $94.6K.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Vanguard Morningstar Mega Cap Value ETF position peaked at $94.6K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.