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Coppell Advisory Solutions Corp’s Vanguard Health Care ETF VHT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$218K Buy
+805
New +$211K 0.04% 246
2023
Q1 		– Sell
-352
Closed -$87.3K – 1053
2022
Q4 		$87.3K Buy
+352
New +$85.3K 0.03% 232

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Coppell Advisory Solutions Corp's VHT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Vanguard Health Care ETF (VHT) in Q1 2024: 805 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VHT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in VHT in Q4 2022 and has held it in 2 quarters since. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 805 shares of Vanguard Health Care ETF worth $218K as of Q1 2024.
  • Vanguard Health Care ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Health Care ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #246 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 2 quarters since.
  • 991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.