RIA
Regal Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
14,712
+169
| +1% | +$47.3K | 0.31% | 85 |
|
|
2025
Q1 | $3.76M | Sell |
14,543
-4,394
| -23% | -$1.14M | 0.3% | 87 |
|
|
2024
Q4 | $5M | Sell |
18,937
-2,766
| -13% | -$731K | 0.38% | 73 |
|
|
2024
Q3 | $5.73M | Buy |
21,703
+1,468
| +7% | +$387K | 0.4% | 68 |
|
|
2024
Q2 | $4.9M | Buy |
20,235
+310
| +2% | +$75.1K | 0.32% | 87 |
|
|
2024
Q1 | $4.98M | Buy |
19,925
+4,904
| +33% | +$1.23M | 0.34% | 86 |
|
|
2023
Q4 | $3.49M | Buy |
15,021
+400
| +3% | +$93.1K | 0.26% | 115 |
|
|
2023
Q3 | $3.04M | Buy |
14,621
+308
| +2% | +$64.1K | 0.26% | 111 |
|
|
2023
Q2 | $3.15M | Buy |
14,313
+485
| +4% | +$107K | 0.26% | 103 |
|
|
2023
Q1 | $2.92M | Buy |
13,828
+294
| +2% | +$62K | 0.26% | 107 |
|
|
2022
Q4 | $2.76M | Sell |
13,534
-165
| -1% | -$33.6K | 0.27% | 100 |
|
|
2022
Q3 | $2.58M | Buy |
13,699
+460
| +3% | +$86.5K | 0.27% | 97 |
|
|
2022
Q2 | $2.61M | Sell |
13,239
-487
| -4% | -$95.9K | 0.27% | 98 |
|
|
2022
Q1 | $3.27M | Sell |
13,726
-85
| -0.6% | -$20.2K | 0.3% | 87 |
|
|
2021
Q4 | $3.52M | Buy |
13,811
+614
| +5% | +$156K | 0.31% | 84 |
|
|
2021
Q3 | $3.13M | Sell |
13,197
-902
| -6% | -$214K | 0.3% | 86 |
|
|
2021
Q2 | $3.35M | Buy |
+14,099
| New | +$3.35M | 0.34% | 79 |
|
|
2021
Q1 | – | Sell |
-14,885
| Closed | -$3.08M | – | 415 |
|
|
2020
Q4 | $3.08M | Buy |
+14,885
| New | +$3.08M | 0.35% | 77 |
|
|
2020
Q3 | – | Sell |
-17,237
| Closed | -$2.83M | – | 288 |
|
|
2020
Q2 | $2.83M | Buy |
+17,237
| New | +$2.83M | 0.52% | 57 |
|
|
2020
Q1 | – | Sell |
-14,577
| Closed | -$2.6M | – | 297 |
|
|
2019
Q4 | $2.6M | Sell |
14,577
-417
| -3% | -$74.3K | 0.47% | 61 |
|
|
2019
Q3 | $2.51M | Sell |
14,994
-15
| -0.1% | -$2.51K | 0.49% | 56 |
|
|
2019
Q2 | $2.51M | Buy |
15,009
+1,075
| +8% | +$180K | 0.49% | 55 |
|
|
2019
Q1 | $2.24M | Sell |
13,934
-1,507
| -10% | -$242K | 0.46% | 65 |
|
|
2018
Q4 | $2.13M | Buy |
15,441
+1,247
| +9% | +$172K | 0.47% | 62 |
|
|
2018
Q3 | $2.33M | Buy |
14,194
+6,734
| +90% | +$1.11M | 0.49% | 58 |
|
|
2018
Q2 | $1.18M | Sell |
7,460
-6,814
| -48% | -$1.07M | 0.36% | 96 |
|
|
2018
Q1 | $2.2M | Buy |
14,274
+2,588
| +22% | +$399K | 0.49% | 59 |
|
|
2017
Q4 | $1.81M | Buy |
11,686
+1,021
| +10% | +$158K | 0.4% | 88 |
|
|
2017
Q3 | $1.57M | Buy |
10,665
+1,688
| +19% | +$248K | 0.37% | 91 |
|
|
2017
Q2 | $1.28M | Buy |
8,977
+1,052
| +13% | +$150K | 0.32% | 97 |
|
|
2017
Q1 | $1.1M | Sell |
7,925
-864
| -10% | -$120K | 0.29% | 103 |
|
|
2016
Q4 | $1.16M | Sell |
8,789
-292
| -3% | -$38.4K | 0.32% | 98 |
|
|
2016
Q3 | $1.18M | Buy |
9,081
+147
| +2% | +$19K | 0.33% | 93 |
|
|
2016
Q2 | $1.1M | Sell |
8,934
-1,365
| -13% | -$169K | 0.3% | 100 |
|
|
2016
Q1 | $1.25M | Buy |
10,299
+498
| +5% | +$60.4K | 0.34% | 85 |
|
|
2015
Q4 | $1.18M | Sell |
9,801
-1,343
| -12% | -$161K | 0.31% | 94 |
|
|
2015
Q3 | $1.3M | Sell |
11,144
-251
| -2% | -$29.3K | 0.34% | 88 |
|
|
2015
Q2 | $1.45M | Sell |
11,395
-453
| -4% | -$57.7K | 0.39% | 81 |
|
|
2015
Q1 | $1.57M | Sell |
11,848
-361
| -3% | -$47.9K | 0.39% | 79 |
|
|
2014
Q4 | $1.51M | Sell |
12,209
-627
| -5% | -$77.5K | 0.4% | 78 |
|
|
2014
Q3 | $1.51M | Sell |
12,836
-187
| -1% | -$21.9K | 0.46% | 71 |
|
|
2014
Q2 | $1.55M | Sell |
13,023
-299
| -2% | -$35.5K | 0.55% | 68 |
|
|
2014
Q1 | $1.51M | Sell |
13,322
-2,522
| -16% | -$286K | 0.64% | 61 |
|
|
2013
Q4 | $1.74M | Sell |
15,844
-12
| -0.1% | -$1.32K | 1% | 20 |
|
|
2013
Q3 | $1.63M | Sell |
15,856
-5,483
| -26% | -$562K | 0.95% | 21 |
|
|
2013
Q2 | $2.03M | Buy |
+21,339
| New | +$2.03M | 1.12% | 19 |
|