Back to COF-PN

Scott Capital Advisors, LLC → COF-PN

Scott Capital Advisors, LLC COF-PN Position History

COF-PN

Quarters held
11
Latest value
$226K
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q3 2025$506K
Q4 2025$5.1M
Q4 2025$1.5M
Q1 2026$6M
Q1 2026$1.6M
Q2 2026$7.4M
Q2 2026$1.7M
Q3 2026$7.7M
Q3 2026$1.9M
Q3 2026$226K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$226K1.2K——
Q3 2026$1.9M70.9K——
Q3 2026$7.7M154.7K——
Q2 2026$1.7M63.1K——
Q2 2026$7.4M151.0K——
Q1 2026$1.6M59.2K——
Q1 2026$6M133.3K——
Q4 2025$1.5M56.0K——
Q4 2025$5.1M116.8K——
Q3 2025$506K18.2K——
Q3 2025$3.8M90.3K——

Other funds holding COF-PN

Other Scott Capital Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$85.1M
VGES

VANGUARD INDEX FDS

$81.6M
VGES

VANGUARD INDEX FDS

$75.6M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$74.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.8M