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Coppell Advisory Solutions Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-541
Closed -$58.6K – 1076
2022
Q4 		$58.6K Buy
+541
New +$57.6K 0.02% 281

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 541 shares — an estimated $58.6K sold.

Coppell Advisory Solutions Corp first reported a position in VYM in Q4 2022 and held it in 1 quarter. The position peaked at $58.6K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 541 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $58.6K.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Vanguard High Dividend Yield ETF position peaked at $58.6K in Q4 2022.
  • 1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

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