Coastal Investment Advisors, Inc. Vanguard Intermediate Term Cor Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$77.99 - $80.49 $41,958 - $43,303	-538 Reduced 27.21%	1,439 $115,000
Q1 2024 Apr 19, 2024	BUY	$79.39 - $81.28 $156,954 - $160,690	1,977 New	1,977 $159,000
Q2 2023 Aug 09, 2023	BUY	$78.33 - $80.78 $704 - $727	9 Added 0.26%	3,430 $271,000
Q1 2023 May 05, 2023	SELL	$77.23 - $81.35 $12,665 - $13,341	-164 Reduced 4.57%	3,421 $274,000
Q4 2022 Feb 10, 2023	BUY	$73.66 - $79.75 $11,785 - $12,760	160 Added 4.67%	3,585 $277,000
Q3 2022 Oct 27, 2022	BUY	$74.85 - $82.96 $25,673 - $28,455	343 Added 11.13%	3,425 $259,000
Q2 2022 Aug 09, 2022	SELL	$78.1 - $85.93 $28,975 - $31,880	-371 Reduced 10.74%	3,082 $249,000
Q1 2022 Apr 13, 2022	SELL	$85.05 - $92.24 $935 - $1,014	-11 Reduced 0.32%	3,453 $297,000
Q4 2021 Jan 18, 2022	SELL	$92.55 - $94.67 $1,018 - $1,041	-11 Reduced 0.32%	3,464 $321,000
Q3 2021 Oct 18, 2021	SELL	$94.41 - $96.13 $188 - $192	-2 Reduced 0.06%	3,475 $328,000
Q2 2021 Jul 15, 2021	BUY	$92.83 - $95.07 $5,198 - $5,323	56 Added 1.64%	3,477 $331,000
Q1 2021 Apr 12, 2021	BUY	$92.62 - $97.02 $10,002 - $10,478	108 Added 3.26%	3,421 $318,000
Q4 2020 Jan 13, 2021	BUY	$95.37 - $97.17 $13,351 - $13,603	140 Added 4.41%	3,313 $322,000
Q3 2020 Oct 23, 2020	SELL	$95.12 - $97.1 $11,129 - $11,360	-117 Reduced 3.56%	3,173 $304,000
Q2 2020 Jul 16, 2020	BUY	$86.24 - $95.36 $70,889 - $78,385	822 Added 33.31%	3,290 $313,000
Q1 2020 Apr 23, 2020	BUY	$78.83 - $94.82 $8,986 - $10,809	114 Added 4.84%	2,468 $215,000
Q4 2019 Feb 05, 2020	BUY	$90.42 - $91.79 $28,301 - $28,730	313 Added 15.34%	2,354 $215,000
Q3 2019 Oct 18, 2019	BUY	$89.94 - $91.25 $46,678 - $47,358	519 Added 34.1%	2,041 $186,000
Q2 2019 Aug 01, 2019	BUY	N/A	327 Added 27.36%	1,522 $137,000
Q1 2019 May 15, 2019	BUY	N/A	1,195 New	1,195 $104,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

View Full List

About VANGUARD INTERMEDIATE-TERM COR

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