Coastal Investment Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

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 592 shares of VO stock, worth $152,215. This represents 0.07% of its overall portfolio holdings.

Number of Shares

592

Previous 448 32.14%

Holding current value

$152,215

Previous $118,000 32.2%

% of portfolio

0.07%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$261.5 - $284.63 $37,656 - $40,986	144 Added 32.14%	592 $156,000
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

# of Institutions

2,308

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Coastal Investment Advisors, Inc. Vanguard Mid Cap ETF Transaction History