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Coppell Advisory Solutions Corp’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-555
Closed -$111K – 1043
2022
Q4 		$111K Buy
+555
New +$114K 0.04% 214

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

Coppell Advisory Solutions Corp sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 555 shares — an estimated $111K sold.

Coppell Advisory Solutions Corp first reported a position in VBK in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 845 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 555 Vanguard Small-Cap Growth ETF shares in Q1 2023, an estimated $111K.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Vanguard Small-Cap Growth ETF position peaked at $111K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2023.

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