Coastal Investment Advisors, Inc. Vanguard Financial ETF Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$90.62 - $102.39 $22,111 - $24,983	244 New	244 $24,000
Q2 2023 Aug 09, 2023	BUY	$74.65 - $81.49 $24,783 - $27,054	332 New	332 $26,000
Q4 2022 Feb 10, 2023	SELL	$74.7 - $88.6 $53,485 - $63,437	-716 Reduced 9.15%	7,109 $588,000
Q3 2022 Oct 27, 2022	SELL	$74.44 - $88.21 $259,646 - $307,676	-3,488 Reduced 30.83%	7,825 $582,000
Q2 2022 Aug 09, 2022	SELL	$75.42 - $93.29 $92,389 - $114,280	-1,225 Reduced 9.77%	11,313 $885,000
Q1 2022 Apr 13, 2022	BUY	$87.26 - $101.75 $673,559 - $785,408	7,719 Added 160.18%	12,538 $1.17 Million
Q4 2021 Jan 18, 2022	BUY	$92.72 - $100.95 $44,876 - $48,859	484 Added 11.16%	4,819 $465,000
Q3 2021 Oct 18, 2021	SELL	$86.32 - $96.09 $7,078 - $7,879	-82 Reduced 1.86%	4,335 $402,000
Q2 2021 Jul 15, 2021	BUY	$85.53 - $94.49 $136,591 - $150,900	1,597 Added 56.63%	4,417 $400,000
Q1 2021 Apr 12, 2021	BUY	$71.74 - $86.71 $202,306 - $244,522	2,820 New	2,820 $238,000
Q1 2020 Apr 23, 2020	SELL	$42.8 - $77.51 $3,766 - $6,820	-88 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$66.8 - $76.51 $19,772 - $22,646	-296 Reduced 77.08%	88 $7,000
Q3 2019 Oct 18, 2019	SELL	$69.67 - $71.37 $4,319 - $4,424	-62 Reduced 13.9%	384 $27,000
Q2 2019 Aug 01, 2019	BUY	N/A	62 Added 16.15%	446 $31,000
Q1 2019 May 15, 2019	BUY	N/A	384 New	384 $25,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
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