Coppell Advisory Solutions’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Coppell Advisory Solutions’s Portfolio VFMV Stock Details VFMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$41.1K	Buy	+393	New	+$39.2K	0.01%	536

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Coppell Advisory Solutions's VFMV Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Vanguard US Minimum Volatility ETF (VFMV) in Q4 2023: 393 shares worth $41.1K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings.

39 funds tracked by Wall St. Rank hold VFMV as of Q4 2023.

Coppell Advisory Solutions held 393 shares of Vanguard US Minimum Volatility ETF worth $41.1K as of Q4 2023.
Vanguard US Minimum Volatility ETF was a new Coppell Advisory Solutions position in Q4 2023.
Vanguard US Minimum Volatility ETF made up 0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #536 holding.
39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.