RIA
Regal Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
281,192
-5,059
| -2% | -$288K | 1.2% | 13 |
|
|
2025
Q1 | $14.6M | Sell |
286,251
-11,314
| -4% | -$575K | 1.18% | 14 |
|
|
2024
Q4 | $14.2M | Buy |
297,565
+21,328
| +8% | +$1.02M | 1.07% | 16 |
|
|
2024
Q3 | $14.6M | Buy |
276,237
+7,943
| +3% | +$419K | 1.02% | 16 |
|
|
2024
Q2 | $13.3M | Buy |
268,294
+2,559
| +1% | +$126K | 0.87% | 23 |
|
|
2024
Q1 | $13.3M | Sell |
265,735
-1,296
| -0.5% | -$65K | 0.91% | 19 |
|
|
2023
Q4 | $12.8M | Buy |
267,031
+311
| +0.1% | +$14.9K | 0.97% | 15 |
|
|
2023
Q3 | $11.7M | Buy |
266,720
+4,651
| +2% | +$203K | 0.98% | 17 |
|
|
2023
Q2 | $12.1M | Sell |
262,069
-6,214
| -2% | -$287K | 1.01% | 18 |
|
|
2023
Q1 | $12.1M | Buy |
268,283
+2,849
| +1% | +$129K | 1.07% | 17 |
|
|
2022
Q4 | $11.1M | Sell |
265,434
-16,506
| -6% | -$693K | 1.08% | 18 |
|
|
2022
Q3 | $10.3M | Buy |
281,940
+27,420
| +11% | +$997K | 1.08% | 17 |
|
|
2022
Q2 | $10.4M | Buy |
254,520
+11,813
| +5% | +$482K | 1.08% | 20 |
|
|
2022
Q1 | $11.7M | Buy |
242,707
+8,404
| +4% | +$404K | 1.07% | 16 |
|
|
2021
Q4 | $12M | Buy |
234,303
+16,068
| +7% | +$820K | 1.06% | 17 |
|
|
2021
Q3 | $11M | Buy |
218,235
+4,850
| +2% | +$245K | 1.07% | 14 |
|
|
2021
Q2 | $11M | Buy |
213,385
+18,667
| +10% | +$962K | 1.1% | 13 |
|
|
2021
Q1 | $9.56M | Sell |
194,718
-64,280
| -25% | -$3.16M | 9.69% | 2 |
|
|
2020
Q4 | $12.2M | Buy |
258,998
+65,222
| +34% | +$3.08M | 1.38% | 12 |
|
|
2020
Q3 | $7.93M | Sell |
193,776
-67,695
| -26% | -$2.77M | 9.37% | 2 |
|
|
2020
Q2 | $10.1M | Buy |
261,471
+69,841
| +36% | +$2.71M | 1.86% | 7 |
|
|
2020
Q1 | $6.39M | Sell |
191,630
-36,690
| -16% | -$1.22M | 9.39% | 2 |
|
|
2019
Q4 | $10.1M | Buy |
228,320
+710
| +0.3% | +$31.3K | 1.81% | 4 |
|
|
2019
Q3 | $9.35M | Buy |
227,610
+3,534
| +2% | +$145K | 1.82% | 5 |
|
|
2019
Q2 | $9.35M | Buy |
224,076
+9,177
| +4% | +$383K | 1.82% | 6 |
|
|
2019
Q1 | $8.78M | Sell |
214,899
-12,101
| -5% | -$495K | 1.79% | 5 |
|
|
2018
Q4 | $8.42M | Buy |
227,000
+17,661
| +8% | +$655K | 1.85% | 3 |
|
|
2018
Q3 | $9.06M | Buy |
209,339
+77,834
| +59% | +$3.37M | 1.91% | 3 |
|
|
2018
Q2 | $5.64M | Sell |
131,505
-52,751
| -29% | -$2.26M | 1.71% | 4 |
|
|
2018
Q1 | $8.15M | Buy |
184,256
+11,510
| +7% | +$509K | 1.8% | 5 |
|
|
2017
Q4 | $7.75M | Buy |
172,746
+1,871
| +1% | +$83.9K | 1.73% | 6 |
|
|
2017
Q3 | $7.42M | Sell |
170,875
-784
| -0.5% | -$34K | 1.73% | 6 |
|
|
2017
Q2 | $7.09M | Buy |
171,659
+3,751
| +2% | +$155K | 1.76% | 6 |
|
|
2017
Q1 | $6.6M | Sell |
167,908
-5,559
| -3% | -$218K | 1.72% | 5 |
|
|
2016
Q4 | $6.34M | Buy |
173,467
+3,808
| +2% | +$139K | 1.75% | 5 |
|
|
2016
Q3 | $6.35M | Sell |
169,659
-605
| -0.4% | -$22.6K | 1.8% | 5 |
|
|
2016
Q2 | $6.02M | Buy |
170,264
+6,310
| +4% | +$223K | 1.66% | 5 |
|
|
2016
Q1 | $5.88M | Buy |
163,954
+3,745
| +2% | +$134K | 1.59% | 7 |
|
|
2015
Q4 | $5.88M | Buy |
160,209
+32,275
| +25% | +$1.18M | 1.53% | 8 |
|
|
2015
Q3 | $4.56M | Buy |
127,934
+28,765
| +29% | +$1.03M | 1.18% | 11 |
|
|
2015
Q2 | $3.93M | Buy |
99,169
+6,260
| +7% | +$248K | 1.06% | 14 |
|
|
2015
Q1 | $3.7M | Buy |
92,909
+797
| +0.9% | +$31.7K | 0.91% | 17 |
|
|
2014
Q4 | $3.49M | Buy |
92,112
+14,787
| +19% | +$560K | 0.94% | 19 |
|
|
2014
Q3 | $3.07M | Buy |
77,325
+15,202
| +24% | +$604K | 0.93% | 21 |
|
|
2014
Q2 | $2.65M | Sell |
62,123
-2,676
| -4% | -$114K | 0.94% | 15 |
|
|
2014
Q1 | $2.67M | Sell |
64,799
-3,951
| -6% | -$163K | 1.13% | 13 |
|
|
2013
Q4 | $2.87M | Buy |
68,750
+688
| +1% | +$28.7K | 1.64% | 3 |
|
|
2013
Q3 | $2.69M | Buy |
68,062
+1,228
| +2% | +$48.6K | 1.57% | 3 |
|
|
2013
Q2 | $2.38M | Buy |
+66,834
| New | +$2.38M | 1.31% | 12 |
|