Coppell Advisory Solutions Corp’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$788K Sell
15,188
-3,252
-18% -$173K 0.26% 98
2022
Q4
$940K Buy
+18,440
New +$939K 0.32% 77

Other funds holding VO

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

Coppell Advisory Solutions Corp reduced its Vanguard Mid-Cap ETF (VO) stake by 18% in Q1 2023, selling an estimated $173K and leaving 15,188 shares worth $788K. The position accounts for 0.26% of the portfolio, ranked #98.

Coppell Advisory Solutions Corp first reported a position in VO in Q4 2022 and has held it in 2 quarters since. The position peaked at $940K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • Coppell Advisory Solutions Corp held 15,188 shares of Vanguard Mid-Cap ETF worth $788K as of Q1 2023.
  • Coppell Advisory Solutions Corp sold 3,252 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $173K.
  • Vanguard Mid-Cap ETF made up 0.26% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #98 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's Vanguard Mid-Cap ETF position peaked at $940K in Q4 2022.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

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