Coppell Advisory Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
1,985
+160
| +9% | +$31.3K | 0.05% | 271 |
|
|
2025
Q1 | $330K | Buy |
1,825
+208
| +13% | +$37.6K | 0.05% | 252 |
|
|
2024
Q4 | $320K | Sell |
1,617
-11
| -0.7% | -$2.17K | 0.04% | 209 |
|
|
2024
Q3 | $326K | Buy |
1,628
+12
| +0.7% | +$2.41K | 0.05% | 208 |
|
|
2024
Q2 | $295K | Buy |
+1,616
| New | +$295K | 0.05% | 207 |
|
|
2023
Q4 | $277K | Buy |
1,540
+135
| +10% | +$24.3K | 0.06% | 221 |
|
|
2023
Q3 | $223K | Sell |
1,405
-102
| -7% | -$16.2K | 0.08% | 154 |
|
|
2023
Q2 | $248K | Sell |
1,507
-159
| -10% | -$26.2K | 0.07% | 165 |
|
|
2023
Q1 | $260K | Buy |
1,666
+261
| +19% | +$40.8K | 0.09% | 172 |
|
|
2022
Q4 | $223K | Buy |
+1,405
| New | +$223K | 0.08% | 158 |
|
|
2020
Q4 | $244K | Buy |
+1,716
| New | +$244K | 0.12% | 144 |
|