Coastal Bridge Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.47M Buy
19,538
+944
+5% +$264K 0.45% 51
2025
Q1
$4.81M Buy
18,594
+17,831
+2,337% +$4.61M 1.19% 19
2024
Q4
$201K Buy
+763
New +$201K 0.05% 151