Coppell Advisory Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-750
Closed -$43.6K 1812
2024
Q4
$43.6K Buy
750
+15
+2% +$875 0.01% 626
2024
Q3
$43.4K Buy
735
+249
+51% +$14.6K 0.01% 595
2024
Q2
$28.2K Buy
+486
New +$28.1K ﹤0.01% 655
2023
Q4
$641K Buy
+10,993
New +$635K 0.13% 139
2023
Q3
Sell
-32
Closed -$1.82K 1561
2023
Q2
$1.82K Buy
+32
New +$1.86K ﹤0.01% 1035

Other funds holding VGSH

Coppell Advisory Solutions's VGSH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 750 shares — an estimated $43.6K sold.

Coppell Advisory Solutions first reported a position in VGSH in Q2 2023 and held it in 5 quarters. The position peaked at $641K in Q4 2023. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 750 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $43.6K.
  • Coppell Advisory Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Vanguard Short-Term Treasury ETF position peaked at $641K in Q4 2023.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.