Coppell Advisory Solutions’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,340
| Closed | -$158K | – | 1809 |
|
|
2024
Q4 | $158K | Buy |
1,340
+56
| +4% | +$6.61K | 0.02% | 322 |
|
|
2024
Q3 | $141K | Sell |
1,284
-176
| -12% | -$19.3K | 0.02% | 341 |
|
|
2024
Q2 | $146K | Buy |
+1,460
| New | +$146K | 0.02% | 316 |
|
|
2023
Q4 | $6.55K | Buy |
+71
| New | +$6.55K | ﹤0.01% | 1046 |
|
|
2023
Q3 | – | Sell |
-741
| Closed | -$59.8K | – | 1559 |
|
|
2023
Q2 | $59.8K | Buy |
+741
| New | +$59.8K | 0.02% | 320 |
|