CBA
Coastal Bridge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
+2,479
| New | +$1.41M | 0.12% | 176 |
|
|
2025
Q1 | – | Sell |
-765
| Closed | -$412K | – | 397 |
|
|
2024
Q4 | $412K | Sell |
765
-252
| -25% | -$136K | 0.1% | 104 |
|
|
2024
Q3 | $537K | Buy |
1,017
+275
| +37% | +$145K | 0.13% | 92 |
|
|
2024
Q2 | $371K | Buy |
742
+72
| +11% | +$36K | 0.09% | 107 |
|
|
2024
Q1 | $322K | Hold |
670
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $293K | Buy |
+670
| New | +$293K | 0.07% | 119 |
|