Coppell Advisory Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-586
| Closed | -$155K | – | 1820 |
|
|
2024
Q4 | $155K | Buy |
586
+86
| +17% | +$22.7K | 0.02% | 327 |
|
|
2024
Q3 | $132K | Sell |
500
-313
| -38% | -$82.4K | 0.02% | 353 |
|
|
2024
Q2 | $197K | Buy |
+813
| New | +$197K | 0.03% | 262 |
|
|
2023
Q4 | $89.1K | Sell |
383
-4,227
| -92% | -$983K | 0.02% | 382 |
|
|
2023
Q3 | $940K | Buy |
4,610
+1,968
| +74% | +$401K | 0.32% | 74 |
|
|
2023
Q2 | $576K | Sell |
2,642
-1,155
| -30% | -$252K | 0.16% | 115 |
|
|
2023
Q1 | $788K | Sell |
3,797
-813
| -18% | -$169K | 0.26% | 98 |
|
|
2022
Q4 | $940K | Buy |
+4,610
| New | +$940K | 0.32% | 77 |
|