Coyle Financial Counsel LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, change is the only constant. Keeping up with the trends and shifts in the market is what sets apart successful investors from the rest of the pack. The latest 13F holdings of the Coyle Financial Counsel LLC Q3 2022 vs. Q4 2022 revealed some striking changes in the portfolio of this trusted financial institution.

While some of the holdings have experienced significant growth, others have seen a decline. These changes can be indicative of the emerging trends in the market and provide valuable insights to investors. Let's take a deeper look into the Coyle Financial Counsel LLC Q3 2022 vs. Q4 2022 13F Holdings and see what the future has in store for these companies.

The Vanguard Tax-Managed FDS (VEA) has witnessed a remarkable increase in the number of shares amounting from 174,421 in Q3 2022 to 731,549 in Q4 2022. Additionally, its value has surged from $6,342,000 in Q3 2022 to $30,703,000 in Q4 2022 with a whopping change rate of 384.1%.

Similarly, the Vanguard Scottsdale FDS (VCSH) has shown a steep increase in the number of shares held by Coyle Financial Counsel LLC. The firm held 27,055 shares in Q3 2022, which has now surged to 186,256 shares in Q4 2022. Its value has increased from $2,010,000 in Q3 2022 to $14,004,000 in Q4 2022 with a change rate of 596.7%.

In contrast, the Dimensional ETF Trust (DFIC) has witnessed a sharp decline in the number of shares held by the financial institution, resulting in a change rate of -69.9%. The number of shares has decreased from 747,342 in Q3 2022 to 192,923 in Q4 2022, and its value has fallen from $14,319,000 in Q3 2022 to $4,311,000 in Q4 2022.

Additionally, the Goldman Sachs ETF Trust (GBIL) and Amazon.com Inc. (AMZN) have also experienced a dip in the number of shares held by the firm. GBIL witnessed a change rate of -61.1%, with the number of shares falling from 101,295 in Q3 2022 to 39,457 in Q4 2022. AMZN saw a change rate of -26%, with the number of shares decreasing from 9,038 in Q3 2022 to 8,994 in Q4 2022.

On the other hand, the Vanguard BD Index FDS (BND) has witnessed a significant growth in the number of shares held by Coyle Financial Counsel LLC with an impressive change rate of 1178%. The number of shares held has increased from 21,534 in Q3 2022 to 273,258 in Q4 2022. Similarly, the Vanguard Star FDS (VXUS) has seen a 14.3% growth in the number of shares held, from 102,431 in Q3 2022 to 103,612 in Q4 2022.

The Coyle Financial Counsel LLC Q3 2022 vs. Q4 2022 13F holdings reveal a lot of exciting changes and trends in the market. Investors can capitalize on these changes to inform their investment strategies and stay ahead of the pack.