Coastal Bridge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
2025
Q1
Sell
2024
Q4
$412K Sell
2024
Q3
$537K Buy
2024
Q2
$371K Buy
2024
Q1
$322K Hold
2023
Q4
$293K Buy