Regal Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $852K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $707K | Buy |
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|
2019
Q2 | $670K | Buy |
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|
2019
Q1 | $644K | Sell |
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|
2018
Q4 | $593K | Buy |
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|
2018
Q3 | $691K | Buy |
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|
2018
Q2 | $593K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $606K | Sell |
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|
2017
Q3 | $597K | Sell |
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|
2017
Q2 | $588K | Buy |
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|
2017
Q1 | $551K | Buy |
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|
2016
Q4 | $476K | Buy |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $231K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $61K | Buy |
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|
2015
Q2 | $58K | Sell |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $55K | Buy |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $21K | Sell |
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|
2013
Q3 | $178K | Sell |
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|
2013
Q2 | $250K | Buy |
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