Coppell Advisory Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
1,978
-39
| -2% | -$9.26K | 0.06% | 252 |
|
|
2025
Q1 | $437K | Sell |
2,017
-205
| -9% | -$44.4K | 0.06% | 225 |
|
|
2024
Q4 | $534K | Sell |
2,222
-116
| -5% | -$27.9K | 0.07% | 164 |
|
|
2024
Q3 | $554K | Sell |
2,338
-229
| -9% | -$54.3K | 0.08% | 161 |
|
|
2024
Q2 | $560K | Buy |
+2,567
| New | +$560K | 0.09% | 146 |
|
|
2023
Q4 | $115K | Sell |
541
-2,427
| -82% | -$518K | 0.02% | 340 |
|
|
2023
Q3 | $545K | Buy |
2,968
+1,204
| +68% | +$221K | 0.19% | 106 |
|
|
2023
Q2 | $349K | Sell |
1,764
-4,125
| -70% | -$816K | 0.1% | 140 |
|
|
2023
Q1 | $1.09M | Buy |
5,889
+2,921
| +98% | +$543K | 0.36% | 77 |
|
|
2022
Q4 | $545K | Buy |
+2,968
| New | +$545K | 0.18% | 110 |
|