Coastline Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.34M Buy
18,604
+1,764
+10% +$131K 0.13% 109
2025
Q4
$1.22M Sell
16,840
-1,236
-7% -$89.9K 0.11% 117
2025
Q3
$1.33M Sell
18,076
-640
-3% -$46K 0.14% 111
2025
Q2
$1.31M Buy
18,716
+2,520
+16% +$165K 0.15% 106
2025
Q1
$1.05M Hold
16,196
0.13% 120
2024
Q4
$1.07M Buy
16,196
+1,572
+11% +$107K 0.13% 125
2024
Q3
$965K Buy
14,624
+4,640
+46% +$291K 0.11% 128
2024
Q2
$604K Buy
9,984
+4,640
+87% +$282K 0.07% 159
2024
Q1
$334K Buy
+5,344
New +$316K 0.04% 209
2019
Q2
Sell
-6,900
Closed -$277K 329
2019
Q1
$277K Hold
6,900
0.04% 283
2018
Q4
$238K Hold
6,900
0.04% 280
2018
Q3
$283K Hold
6,900
0.04% 302
2018
Q2
$272K Hold
6,900
0.04% 300
2018
Q1
$266K Hold
6,900
0.04% 296
2017
Q4
$267K Hold
6,900
0.04% 290
2017
Q3
$254K Hold
6,900
0.04% 274
2017
Q2
$246K Hold
6,900
0.04% 265
2017
Q1
$240K Hold
6,900
0.04% 263
2016
Q4
$227K Buy
+6,900
New +$223K 0.04% 259

Other funds holding VO