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

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

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 582 shares of VOO stock, worth $323,271. This represents 0.15% of its overall portfolio holdings.

Number of Shares

582

Previous 3,780 84.6%

Holding current value

$323,271

Previous $1.89 Million 83.76%

% of portfolio

0.15%

Previous 0.37%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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