RIA
Regal Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Sell |
65,523
-595
| -0.9% | -$53K | 0.44% | 61 |
|
|
2025
Q1 | $5.99M | Buy |
66,118
+2,286
| +4% | +$207K | 0.48% | 53 |
|
|
2024
Q4 | $5.69M | Sell |
63,832
-9,128
| -13% | -$813K | 0.43% | 64 |
|
|
2024
Q3 | $7.11M | Sell |
72,960
-1,353
| -2% | -$132K | 0.5% | 49 |
|
|
2024
Q2 | $6.22M | Buy |
74,313
+262
| +0.4% | +$21.9K | 0.41% | 64 |
|
|
2024
Q1 | $6.4M | Buy |
74,051
+12,421
| +20% | +$1.07M | 0.44% | 61 |
|
|
2023
Q4 | $5.45M | Buy |
61,630
+712
| +1% | +$62.9K | 0.41% | 70 |
|
|
2023
Q3 | $4.61M | Buy |
60,918
+1,544
| +3% | +$117K | 0.39% | 72 |
|
|
2023
Q2 | $4.96M | Buy |
59,374
+1,114
| +2% | +$93.1K | 0.42% | 74 |
|
|
2023
Q1 | $4.84M | Sell |
58,260
-1,623
| -3% | -$135K | 0.43% | 70 |
|
|
2022
Q4 | $4.94M | Buy |
59,883
+1,244
| +2% | +$103K | 0.48% | 58 |
|
|
2022
Q3 | $4.7M | Buy |
58,639
+1,679
| +3% | +$135K | 0.5% | 57 |
|
|
2022
Q2 | $5.19M | Buy |
56,960
+651
| +1% | +$59.3K | 0.54% | 52 |
|
|
2022
Q1 | $6.1M | Buy |
56,309
+630
| +1% | +$68.3K | 0.56% | 42 |
|
|
2021
Q4 | $6.46M | Buy |
55,679
+2,435
| +5% | +$282K | 0.57% | 37 |
|
|
2021
Q3 | $5.42M | Sell |
53,244
-266
| -0.5% | -$27.1K | 0.53% | 46 |
|
|
2021
Q2 | $5.45M | Buy |
53,510
+26,792
| +100% | +$2.73M | 0.55% | 44 |
|
|
2021
Q1 | $2.45M | Sell |
26,718
-26,829
| -50% | -$2.46M | 2.49% | 13 |
|
|
2020
Q4 | $4.55M | Buy |
53,547
+28,369
| +113% | +$2.41M | 0.51% | 48 |
|
|
2020
Q3 | $1.99M | Sell |
25,178
-28,256
| -53% | -$2.23M | 2.35% | 17 |
|
|
2020
Q2 | $4.2M | Buy |
53,434
+28,554
| +115% | +$2.24M | 0.77% | 32 |
|
|
2020
Q1 | $1.74M | Sell |
24,880
-39,532
| -61% | -$2.76M | 2.55% | 17 |
|
|
2019
Q4 | $5.98M | Buy |
64,412
+2,964
| +5% | +$275K | 1.08% | 21 |
|
|
2019
Q3 | $5.73M | Sell |
61,448
-1,492
| -2% | -$139K | 1.12% | 20 |
|
|
2019
Q2 | $5.5M | Buy |
62,940
+8,396
| +15% | +$734K | 1.07% | 21 |
|
|
2019
Q1 | $4.74M | Buy |
54,544
+2,213
| +4% | +$192K | 0.96% | 25 |
|
|
2018
Q4 | $3.9M | Sell |
52,331
-64
| -0.1% | -$4.77K | 0.85% | 29 |
|
|
2018
Q3 | $4.23M | Buy |
52,395
+16,929
| +48% | +$1.37M | 0.89% | 28 |
|
|
2018
Q2 | $2.89M | Sell |
35,466
-18,019
| -34% | -$1.47M | 0.88% | 29 |
|
|
2018
Q1 | $4.04M | Sell |
53,485
-937
| -2% | -$70.7K | 0.89% | 31 |
|
|
2017
Q4 | $4.52M | Buy |
54,422
+10,197
| +23% | +$846K | 1.01% | 25 |
|
|
2017
Q3 | $3.68M | Buy |
44,225
+1,229
| +3% | +$102K | 0.86% | 30 |
|
|
2017
Q2 | $3.58M | Buy |
42,996
+4,305
| +11% | +$358K | 0.89% | 31 |
|
|
2017
Q1 | $3.2M | Sell |
38,691
-5,480
| -12% | -$453K | 0.83% | 31 |
|
|
2016
Q4 | $3.65M | Buy |
44,171
+6,387
| +17% | +$527K | 1.01% | 24 |
|
|
2016
Q3 | $3.28M | Sell |
37,784
-168
| -0.4% | -$14.6K | 0.93% | 24 |
|
|
2016
Q2 | $3.37M | Sell |
37,952
-45,805
| -55% | -$4.06M | 0.93% | 27 |
|
|
2016
Q1 | $7.02M | Buy |
83,757
+46,201
| +123% | +$3.87M | 1.9% | 4 |
|
|
2015
Q4 | $2.99M | Buy |
37,556
+1,813
| +5% | +$145K | 0.78% | 48 |
|
|
2015
Q3 | $2.7M | Buy |
35,743
+519
| +1% | +$39.2K | 0.7% | 49 |
|
|
2015
Q2 | $2.63M | Sell |
35,224
-50,778
| -59% | -$3.79M | 0.71% | 51 |
|
|
2015
Q1 | $7.25M | Buy |
86,002
+5,675
| +7% | +$478K | 1.79% | 6 |
|
|
2014
Q4 | $6.51M | Buy |
80,327
+48,053
| +149% | +$3.89M | 1.74% | 5 |
|
|
2014
Q3 | $2.32M | Sell |
32,274
-42,261
| -57% | -$3.04M | 0.7% | 47 |
|
|
2014
Q2 | $5.58M | Buy |
74,535
+15,991
| +27% | +$1.2M | 1.99% | 4 |
|
|
2014
Q1 | $4.13M | Buy |
58,544
+35,976
| +159% | +$2.54M | 1.75% | 3 |
|
|
2013
Q4 | $1.46M | Sell |
22,568
-5,806
| -20% | -$375K | 0.83% | 39 |
|
|
2013
Q3 | $1.88M | Buy |
28,374
+1,368
| +5% | +$90.5K | 1.1% | 15 |
|
|
2013
Q2 | $1.86M | Buy |
+27,006
| New | +$1.86M | 1.02% | 21 |
|