RIA
Regal Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
13,615
+137
| +1% | +$32.5K | 0.24% | 112 |
|
|
2025
Q1 | $2.99M | Sell |
13,478
-2,023
| -13% | -$449K | 0.24% | 119 |
|
|
2024
Q4 | $3.72M | Sell |
15,501
-2,658
| -15% | -$639K | 0.28% | 102 |
|
|
2024
Q3 | $4.31M | Buy |
18,159
+188
| +1% | +$44.6K | 0.3% | 102 |
|
|
2024
Q2 | $3.92M | Buy |
17,971
+317
| +2% | +$69.1K | 0.26% | 109 |
|
|
2024
Q1 | $4.04M | Buy |
17,654
+624
| +4% | +$143K | 0.28% | 106 |
|
|
2023
Q4 | $3.63M | Buy |
17,030
+665
| +4% | +$142K | 0.27% | 109 |
|
|
2023
Q3 | $3.09M | Buy |
16,365
+379
| +2% | +$71.7K | 0.26% | 108 |
|
|
2023
Q2 | $3.18M | Buy |
15,986
+252
| +2% | +$50.1K | 0.27% | 99 |
|
|
2023
Q1 | $2.98M | Buy |
15,734
+2,431
| +18% | +$461K | 0.26% | 105 |
|
|
2022
Q4 | $2.44M | Sell |
13,303
-209
| -2% | -$38.4K | 0.24% | 112 |
|
|
2022
Q3 | $2.31M | Buy |
13,512
+416
| +3% | +$71.1K | 0.24% | 107 |
|
|
2022
Q2 | $2.31M | Sell |
13,096
-123
| -0.9% | -$21.7K | 0.24% | 110 |
|
|
2022
Q1 | $2.81M | Buy |
13,219
+177
| +1% | +$37.6K | 0.26% | 102 |
|
|
2021
Q4 | $2.95M | Buy |
13,042
+529
| +4% | +$120K | 0.26% | 97 |
|
|
2021
Q3 | $2.74M | Sell |
12,513
-792
| -6% | -$173K | 0.27% | 93 |
|
|
2021
Q2 | $3M | Buy |
+13,305
| New | +$3M | 0.3% | 83 |
|
|
2021
Q1 | – | Sell |
-15,435
| Closed | -$3.01M | – | 402 |
|
|
2020
Q4 | $3.01M | Buy |
+15,435
| New | +$3.01M | 0.34% | 78 |
|
|
2020
Q3 | – | Sell |
-17,825
| Closed | -$2.6M | – | 275 |
|
|
2020
Q2 | $2.6M | Buy |
+17,825
| New | +$2.6M | 0.48% | 60 |
|
|
2020
Q1 | – | Sell |
-15,515
| Closed | -$2.57M | – | 288 |
|
|
2019
Q4 | $2.57M | Sell |
15,515
-215
| -1% | -$35.6K | 0.46% | 62 |
|
|
2019
Q3 | $2.42M | Sell |
15,730
-78
| -0.5% | -$12K | 0.47% | 62 |
|
|
2019
Q2 | $2.48M | Buy |
15,808
+1,044
| +7% | +$164K | 0.48% | 57 |
|
|
2019
Q1 | $2.26M | Sell |
14,764
-1,662
| -10% | -$254K | 0.46% | 63 |
|
|
2018
Q4 | $2.17M | Buy |
16,426
+1,578
| +11% | +$208K | 0.48% | 60 |
|
|
2018
Q3 | $2.41M | Buy |
14,848
+6,258
| +73% | +$1.02M | 0.51% | 53 |
|
|
2018
Q2 | $1.34M | Sell |
8,590
-6,197
| -42% | -$965K | 0.41% | 90 |
|
|
2018
Q1 | $2.17M | Buy |
14,787
+3,226
| +28% | +$474K | 0.48% | 60 |
|
|
2017
Q4 | $1.71M | Buy |
11,561
+273
| +2% | +$40.4K | 0.38% | 91 |
|
|
2017
Q3 | $1.6M | Buy |
11,288
+1,597
| +16% | +$226K | 0.37% | 90 |
|
|
2017
Q2 | $1.31M | Buy |
9,691
+1,289
| +15% | +$175K | 0.33% | 96 |
|
|
2017
Q1 | $1.12M | Buy |
8,402
+714
| +9% | +$95.2K | 0.29% | 101 |
|
|
2016
Q4 | $991K | Sell |
7,688
-244
| -3% | -$31.5K | 0.27% | 108 |
|
|
2016
Q3 | $969K | Buy |
7,932
+67
| +0.9% | +$8.19K | 0.27% | 105 |
|
|
2016
Q2 | $910K | Sell |
7,865
-2,082
| -21% | -$241K | 0.25% | 111 |
|
|
2016
Q1 | $1.11M | Buy |
9,947
+499
| +5% | +$55.6K | 0.3% | 97 |
|
|
2015
Q4 | $1.05M | Sell |
9,448
-497
| -5% | -$55K | 0.27% | 105 |
|
|
2015
Q3 | $1.07M | Sell |
9,945
-375
| -4% | -$40.5K | 0.28% | 100 |
|
|
2015
Q2 | $1.25M | Sell |
10,320
-337
| -3% | -$40.9K | 0.34% | 91 |
|
|
2015
Q1 | $1.31M | Sell |
10,657
-58
| -0.5% | -$7.11K | 0.32% | 92 |
|
|
2014
Q4 | $1.25M | Sell |
10,715
-679
| -6% | -$79.2K | 0.34% | 89 |
|
|
2014
Q3 | $1.26M | Sell |
11,394
-132
| -1% | -$14.6K | 0.38% | 78 |
|
|
2014
Q2 | $1.35M | Sell |
11,526
-485
| -4% | -$56.8K | 0.48% | 73 |
|
|
2014
Q1 | $1.36M | Sell |
12,011
-908
| -7% | -$103K | 0.57% | 68 |
|
|
2013
Q4 | $1.42M | Sell |
12,919
-873
| -6% | -$96K | 0.81% | 42 |
|
|
2013
Q3 | $1.41M | Buy |
13,792
+142
| +1% | +$14.6K | 0.83% | 28 |
|
|
2013
Q2 | $1.28M | Buy |
+13,650
| New | +$1.28M | 0.71% | 32 |
|