A detailed history of Coastal Investment Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 448 shares of VO stock, worth $122,545. This represents 0.06% of its overall portfolio holdings.

Number of Shares
448
Previous 3,089 85.5%
Holding current value
$122,545
Previous $747,000 84.2%
% of portfolio
0.06%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$237.84 - $263.83 $628,135 - $696,775
-2,641 Reduced 85.5%
448 $118,000
Q2 2024

Jul 15, 2024

SELL
$234.99 - $248.98 $34,543 - $36,600
-147 Reduced 4.54%
3,089 $747,000
Q1 2024

Apr 19, 2024

SELL
$225.86 - $249.86 $17,617 - $19,489
-78 Reduced 2.35%
3,236 $808,000
Q4 2023

Jan 19, 2024

SELL
$195.66 - $233.95 $304,642 - $364,260
-1,557 Reduced 31.96%
3,314 $770,000
Q3 2023

Oct 20, 2023

BUY
$206.6 - $228.23 $9,297 - $10,270
45 Added 0.93%
4,871 $1.01 Million
Q2 2023

Aug 09, 2023

SELL
$203.43 - $220.16 $22,173 - $23,997
-109 Reduced 2.21%
4,826 $1.06 Million
Q1 2023

May 05, 2023

BUY
$200.2 - $225.98 $366,366 - $413,543
1,830 Added 58.94%
4,935 $1.04 Million
Q4 2022

Feb 10, 2023

BUY
$186.57 - $217.26 $34,888 - $40,627
187 Added 6.41%
3,105 $632,000
Q3 2022

Oct 27, 2022

SELL
$187.98 - $227.42 $4,323 - $5,230
-23 Reduced 0.78%
2,918 $548,000
Q2 2022

Aug 09, 2022

BUY
$190.36 - $240.41 $17,132 - $21,636
90 Added 3.16%
2,941 $587,000
Q1 2022

Apr 13, 2022

BUY
$219.86 - $253.39 $439 - $506
2 Added 0.07%
2,851 $678,000
Q4 2021

Jan 18, 2022

BUY
$236.98 - $261.2 $22,039 - $24,291
93 Added 3.37%
2,849 $726,000
Q3 2021

Oct 18, 2021

BUY
$229.88 - $249.8 $48,044 - $52,208
209 Added 8.21%
2,756 $653,000
Q2 2021

Jul 15, 2021

SELL
$223.23 - $238.25 $1,785 - $1,906
-8 Reduced 0.31%
2,547 $604,000
Q1 2021

Apr 12, 2021

BUY
$203.74 - $225.89 $61,122 - $67,767
300 Added 13.3%
2,555 $566,000
Q4 2020

Jan 13, 2021

BUY
$176.14 - $208.21 $59,535 - $70,374
338 Added 17.63%
2,255 $466,000
Q3 2020

Oct 23, 2020

BUY
$164.39 - $185.0 $821 - $925
5 Added 0.26%
1,917 $338,000
Q2 2020

Jul 16, 2020

BUY
$124.34 - $175.42 $237,738 - $335,403
1,912 New
1,912 $313,000
Q1 2020

Apr 23, 2020

SELL
$112.37 - $186.27 $156,419 - $259,287
-1,392 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$162.13 - $178.73 $83,334 - $91,867
514 Added 58.54%
1,392 $242,000
Q3 2019

Oct 18, 2019

SELL
$166.82 - $169.81 $79,406 - $80,829
-476 Reduced 35.16%
878 $149,000
Q2 2019

Aug 01, 2019

BUY
N/A
918 Added 210.55%
1,354 $226,000
Q1 2019

May 15, 2019

BUY
N/A
436 New
436 $70,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.