Coastal Investment Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Coastal Investment Advisors, Inc.

$245 Million
Q2 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,138 shares of VOO stock, worth $2.42 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

4,138

Previous 3,526 17.36%

Holding current value

$2.42 Million

Previous $1.81 Million 29.69%

% of portfolio

0.96%

Previous 0.85%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$456.74 - $568.03 $279,524 - $347,634	612 Added 17.36%	4,138 $2.35 Million
Q1 2025 May 01, 2025	BUY	$507.05 - $563.67 $61,353 - $68,204	121 Added 3.55%	3,526 $1.81 Million
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $1.47 Million - $1.58 Million	2,823 Added 485.05%	3,405 $1.83 Million
Q3 2024 Oct 29, 2024	SELL	$475.2 - $527.7 $1.52 Million - $1.69 Million	-3,198 Reduced 84.6%	582 $307,000
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $76,456 - $84,719	168 Added 4.65%	3,780 $1.89 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $13,312 - $14,921	31 Added 0.87%	3,612 $1.74 Million
Q4 2023 Jan 19, 2024	SELL	$377.32 - $438.19 $148,286 - $172,208	-393 Reduced 9.89%	3,581 $1.56 Million
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $23,169 - $24,820	59 Added 1.51%	3,974 $1.56 Million
Q2 2023 Aug 09, 2023	SELL	$371.44 - $407.28 $232,150 - $254,549	-625 Reduced 13.77%	3,915 $1.59 Million
Q1 2023 May 05, 2023	SELL	$348.66 - $382.94 $58,923 - $64,716	-169 Reduced 3.59%	4,540 $1.71 Million
Q4 2022 Feb 10, 2023	BUY	$327.64 - $374.54 $96,981 - $110,863	296 Added 6.71%	4,709 $1.65 Million
Q3 2022 Oct 27, 2022	BUY	$328.3 - $395.04 $26,920 - $32,393	82 Added 1.89%	4,413 $1.45 Million
Q2 2022 Aug 09, 2022	SELL	$337.07 - $419.85 $139,884 - $174,237	-415 Reduced 8.74%	4,331 $1.52 Million
Q1 2022 Apr 13, 2022	BUY	$382.7 - $439.25 $346,343 - $397,521	905 Added 23.56%	4,746 $1.97 Million
Q4 2021 Jan 18, 2022	BUY	$394.21 - $439.01 $74,505 - $82,972	189 Added 5.18%	3,841 $1.68 Million
Q3 2021 Oct 18, 2021	BUY	$390.68 - $416.73 $141,035 - $150,439	361 Added 10.97%	3,652 $1.44 Million
Q2 2021 Jul 15, 2021	BUY	$368.16 - $394.32 $524,996 - $562,300	1,426 Added 76.46%	3,291 $1.3 Million
Q1 2021 Apr 12, 2021	SELL	$339.03 - $365.24 $16,273 - $17,531	-48 Reduced 2.51%	1,865 $679,000
Q4 2020 Jan 13, 2021	SELL	$299.82 - $343.69 $65,660 - $75,268	-219 Reduced 10.27%	1,913 $657,000
Q3 2020 Oct 23, 2020	SELL	$285.37 - $328.74 $188,058 - $216,639	-659 Reduced 23.61%	2,132 $656,000
Q2 2020 Jul 16, 2020	BUY	$226.15 - $297.17 $222,757 - $292,712	985 Added 54.54%	2,791 $791,000
Q1 2020 Apr 23, 2020	SELL	$204.27 - $310.92 $110,918 - $168,829	-543 Reduced 23.12%	1,806 $428,000
Q4 2019 Feb 05, 2020	SELL	$264.57 - $296.67 $50,532 - $56,663	-191 Reduced 7.52%	2,349 $678,000
Q3 2019 Oct 18, 2019	SELL	$260.57 - $277.38 $10,683 - $11,372	-41 Reduced 1.59%	2,540 $690,000
Q2 2019 Aug 01, 2019	BUY	$252.12 - $271.73 $360,531 - $388,573	1,430 Added 124.24%	2,581 $695,000
Q1 2019 May 15, 2019	BUY	$224.5 - $261.43 $258,399 - $300,905	1,151 New	1,151 $298,000

Others Institutions Holding VOO

# of Institutions

3,703

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Coastal Investment Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History