Coastal Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 2,744 shares of VT stock, worth $382,074. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,744

Previous 1,790 53.3%

Holding current value

$382,074

Previous $230,000 64.35%

% of portfolio

0.13%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$128.41 - $138.03 $122,503 - $131,680	954 Added 53.3%	2,744 $378,000
Q2 2025 Jul 22, 2025	BUY	$103.16 - $128.52 $86,654 - $107,956	840 Added 88.42%	1,790 $230,000
Q1 2025 May 01, 2025	SELL	$115.08 - $123.97 $11,508 - $12,397	-100 Reduced 9.52%	950 $110,000
Q4 2024 Jan 28, 2025	BUY	$117.09 - $123.07 $122,944 - $129,223	1,050 New	1,050 $123,000
Q1 2024 Apr 19, 2024	BUY	$100.68 - $110.5 $75,510 - $82,875	750 New	750 $82,000

Q2 2023 Aug 09, 2023	BUY	$91.33 - $98.06 $68,497 - $73,545	750 New	750 $72,000
Q3 2022 Oct 27, 2022	BUY	$78.88 - $94.48 $59,160 - $70,860	750 New	750 $59,000

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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Coastal Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History