Coastal Investment Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 2,330 shares of VYM stock, worth $308,398. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,330

Holding current value

$308,398

% of portfolio

0.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$126.68 - $134.74 $295,164 - $313,944	2,330 New	2,330 $297,000
Q2 2024 Jul 15, 2024	BUY	$114.71 - $121.51 $24,203 - $25,638	211 Added 226.88%	304 $36,000
Q1 2024 Apr 19, 2024	SELL	$109.98 - $120.99 $1.15 Million - $1.27 Million	-10,500 Reduced 99.12%	93 $11,000
Q4 2023 Jan 19, 2024	SELL	$98.71 - $111.84 $838,146 - $949,633	-8,491 Reduced 44.49%	10,593 $1.18 Million
Q2 2023 Aug 09, 2023	SELL	$101.36 - $107.68 $202 - $215	-2 Reduced 0.01%	19,084 $2.02 Million
Q1 2023 May 05, 2023	SELL	$100.82 - $111.44 $1.73 Million - $1.92 Million	-17,190 Reduced 47.39%	19,086 $2.01 Million
Q4 2022 Feb 10, 2023	BUY	$96.14 - $113.15 $192,087 - $226,073	1,998 Added 5.83%	36,276 $3.93 Million
Q3 2022 Oct 27, 2022	BUY	$94.88 - $110.28 $209,684 - $243,718	2,210 Added 6.89%	34,278 $3.25 Million
Q2 2022 Aug 09, 2022	SELL	$99.2 - $114.57 $424,972 - $490,817	-4,284 Reduced 11.78%	32,068 $3.29 Million
Q1 2022 Apr 13, 2022	BUY	$107.24 - $115.01 $671,107 - $719,732	6,258 Added 20.79%	36,352 $4.08 Million
Q4 2021 Jan 18, 2022	BUY	$104.33 - $112.16 $61,659 - $66,286	591 Added 2.0%	30,094 $3.37 Million
Q3 2021 Oct 18, 2021	BUY	$102.3 - $108.36 $13,094 - $13,870	128 Added 0.44%	29,503 $3.05 Million
Q2 2021 Jul 15, 2021	BUY	$101.6 - $107.95 $226,263 - $240,404	2,227 Added 8.2%	29,375 $3.08 Million
Q1 2021 Apr 12, 2021	BUY	$90.4 - $101.83 $2.2 Million - $2.48 Million	24,390 Added 884.34%	27,148 $2.74 Million
Q4 2020 Jan 13, 2021	BUY	$78.88 - $92.1 $217,551 - $254,011	2,758 New	2,758 $252,000
Q3 2020 Oct 23, 2020	SELL	$77.57 - $85.18 $201,604 - $221,382	-2,599 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$67.79 - $86.78 $176,186 - $225,541	2,599 New	2,599 $205,000
Q1 2020 Apr 23, 2020	SELL	$60.97 - $94.78 $9,267 - $14,406	-152 Closed	0 $0
Q3 2019 Oct 18, 2019	SELL	$88.2 - $89.75 $2,910 - $2,961	-33 Reduced 17.84%	152 $13,000
Q2 2019 Aug 01, 2019	BUY	N/A	72 Added 63.72%	185 $16,000
Q1 2019 May 15, 2019	BUY	N/A	113 New	113 $10,000

Others Institutions Holding VYM

# of Institutions

1,845

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Coastal Investment Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History