CAS
Coppell Advisory Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
11,434
+93
| +0.8% | +$26.5K | 0.39% | 48 |
|
|
2025
Q1 | $2.89M | Sell |
11,341
-160
| -1% | -$40.8K | 0.4% | 50 |
|
|
2024
Q4 | $3.11M | Sell |
11,501
-217
| -2% | -$58.8K | 0.44% | 42 |
|
|
2024
Q3 | $3.07M | Sell |
11,718
-93
| -0.8% | -$24.4K | 0.45% | 43 |
|
|
2024
Q2 | $2.95M | Buy |
+11,811
| New | +$2.95M | 0.49% | 40 |
|
|
2023
Q4 | $2.53M | Buy |
11,584
+337
| +3% | +$73.5K | 0.5% | 42 |
|
|
2023
Q3 | $1.96M | Sell |
11,247
-343
| -3% | -$59.8K | 0.67% | 36 |
|
|
2023
Q2 | $2.32M | Sell |
11,590
-27
| -0.2% | -$5.41K | 0.66% | 29 |
|
|
2023
Q1 | $2.14M | Buy |
11,617
+370
| +3% | +$68.2K | 0.7% | 31 |
|
|
2022
Q4 | $1.96M | Buy |
+11,247
| New | +$1.96M | 0.66% | 37 |
|