Coppell Advisory Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$76.5K | – | 1827 |
|
|
2024
Q4 | $76.5K | Sell |
300
-11
| -4% | -$2.81K | 0.01% | 480 |
|
|
2024
Q3 | $75.5K | Sell |
311
-586
| -65% | -$142K | 0.01% | 451 |
|
|
2024
Q2 | $206K | Buy |
+897
| New | +$206K | 0.03% | 252 |
|
|
2023
Q4 | $218K | Buy |
991
+204
| +26% | +$44.8K | 0.04% | 255 |
|
|
2023
Q3 | $141K | Buy |
787
+66
| +9% | +$11.9K | 0.05% | 187 |
|
|
2023
Q2 | $147K | Buy |
+721
| New | +$147K | 0.04% | 220 |
|
|
2023
Q1 | – | Sell |
-787
| Closed | -$141K | – | 1062 |
|
|
2022
Q4 | $141K | Buy |
+787
| New | +$141K | 0.05% | 192 |
|