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Regal Investment Advisors’s Vanguard Materials ETF VAW Stock Holding History

Regal Investment Advisors’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,330
Closed -$116K – 851
2015
Q3 		$116K Buy
1,330
+219
+20% +$21.6K 0.03% 322
2015
Q2 		$119K Sell
1,111
-91
-8% -$10.1K 0.03% 313
2015
Q1 		$130K Buy
1,202
+4
+0.3% +$435 0.03% 300
2014
Q4 		$129K Buy
1,198
+125
+12% +$13.5K 0.03% 272
2014
Q3 		$118K Buy
1,073
+679
+172% +$76K 0.04% 283
2014
Q2 		$44K Hold
394
– – 0.02% 405
2014
Q1 		$42K Sell
394
-11
-3% -$1.13K 0.02% 367
2013
Q4 		$42K Sell
405
-3
-0.7% -$298 0.02% 314
2013
Q3 		$39K Buy
408
+308
+308% +$28.5K 0.02% 335
2013
Q2 		$9K Buy
+100
New +$8.87K 0.01% 620

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Regal Investment Advisors's VAW Position: Q4 2015 in Review

Regal Investment Advisors sold out of Vanguard Materials ETF (VAW) in Q4 2015, closing a stake of 1,330 shares — an estimated $116K sold.

Regal Investment Advisors first reported a position in VAW in Q2 2013 and held it in 10 quarters. The position peaked at $130K in Q1 2015. 116 funds tracked by Wall St. Rank hold VAW as of Q4 2015.

  • Regal Investment Advisors reported no remaining Vanguard Materials ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,330 Vanguard Materials ETF shares in Q4 2015, an estimated $116K.
  • Regal Investment Advisors first reported a position in Vanguard Materials ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Vanguard Materials ETF position peaked at $130K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.