RIA
Regal Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
40,892
+344
| +0.8% | +$56.6K | 0.5% | 54 |
|
|
2025
Q1 | $6.51M | Sell |
40,548
-13
| -0% | -$2.09K | 0.53% | 49 |
|
|
2024
Q4 | $6.56M | Buy |
40,561
+1,449
| +4% | +$234K | 0.49% | 53 |
|
|
2024
Q3 | $6.56M | Sell |
39,112
-581
| -1% | -$97.4K | 0.46% | 55 |
|
|
2024
Q2 | $5.97M | Buy |
39,693
+309
| +0.8% | +$46.5K | 0.39% | 68 |
|
|
2024
Q1 | $6.14M | Buy |
39,384
+129
| +0.3% | +$20.1K | 0.42% | 65 |
|
|
2023
Q4 | $5.69M | Buy |
39,255
+1,551
| +4% | +$225K | 0.43% | 64 |
|
|
2023
Q3 | $4.94M | Buy |
37,704
+881
| +2% | +$115K | 0.42% | 67 |
|
|
2023
Q2 | $5.1M | Buy |
36,823
+819
| +2% | +$113K | 0.43% | 70 |
|
|
2023
Q1 | $4.83M | Buy |
36,004
+1,485
| +4% | +$199K | 0.43% | 71 |
|
|
2022
Q4 | $4.67M | Buy |
34,519
+58
| +0.2% | +$7.84K | 0.45% | 61 |
|
|
2022
Q3 | $4.2M | Buy |
34,461
+1,340
| +4% | +$163K | 0.44% | 62 |
|
|
2022
Q2 | $4.29M | Buy |
33,121
+173
| +0.5% | +$22.4K | 0.45% | 62 |
|
|
2022
Q1 | $4.93M | Buy |
32,948
+242
| +0.7% | +$36.2K | 0.45% | 60 |
|
|
2021
Q4 | $4.92M | Buy |
32,706
+1,030
| +3% | +$155K | 0.44% | 60 |
|
|
2021
Q3 | $4.42M | Buy |
31,676
+1,801
| +6% | +$251K | 0.43% | 59 |
|
|
2021
Q2 | $4.2M | Buy |
29,875
+9,246
| +45% | +$1.3M | 0.42% | 63 |
|
|
2021
Q1 | $2.78M | Sell |
20,629
-11,594
| -36% | -$1.56M | 2.82% | 12 |
|
|
2020
Q4 | $3.83M | Buy |
32,223
+10,578
| +49% | +$1.26M | 0.43% | 59 |
|
|
2020
Q3 | $2.19M | Sell |
21,645
-8,785
| -29% | -$890K | 2.59% | 12 |
|
|
2020
Q2 | $2.91M | Buy |
30,430
+8,555
| +39% | +$819K | 0.53% | 55 |
|
|
2020
Q1 | $1.78M | Sell |
21,875
-4,691
| -18% | -$381K | 2.61% | 15 |
|
|
2019
Q4 | $3.17M | Buy |
26,566
+907
| +4% | +$108K | 0.57% | 51 |
|
|
2019
Q3 | $2.9M | Buy |
25,659
+1,105
| +5% | +$125K | 0.57% | 48 |
|
|
2019
Q2 | $2.73M | Buy |
24,554
+962
| +4% | +$107K | 0.53% | 49 |
|
|
2019
Q1 | $2.55M | Sell |
23,592
-339
| -1% | -$36.6K | 0.52% | 53 |
|
|
2018
Q4 | $2.28M | Buy |
23,931
+321
| +1% | +$30.6K | 0.5% | 57 |
|
|
2018
Q3 | $2.67M | Buy |
23,610
+7,392
| +46% | +$836K | 0.56% | 45 |
|
|
2018
Q2 | $1.79M | Sell |
16,218
-6,708
| -29% | -$741K | 0.54% | 54 |
|
|
2018
Q1 | $2.51M | Buy |
22,926
+828
| +4% | +$90.6K | 0.55% | 48 |
|
|
2017
Q4 | $2.47M | Buy |
22,098
+31
| +0.1% | +$3.46K | 0.55% | 53 |
|
|
2017
Q3 | $2.33M | Sell |
22,067
-169
| -0.8% | -$17.9K | 0.54% | 57 |
|
|
2017
Q2 | $2.29M | Buy |
22,236
+1,386
| +7% | +$143K | 0.57% | 62 |
|
|
2017
Q1 | $2.13M | Buy |
20,850
+124
| +0.6% | +$12.6K | 0.55% | 67 |
|
|
2016
Q4 | $2.01M | Buy |
20,726
+1,152
| +6% | +$112K | 0.56% | 68 |
|
|
2016
Q3 | $1.83M | Buy |
19,574
+924
| +5% | +$86.5K | 0.52% | 67 |
|
|
2016
Q2 | $1.66M | Buy |
18,650
+1,600
| +9% | +$142K | 0.46% | 79 |
|
|
2016
Q1 | $1.49M | Buy |
17,050
+1,992
| +13% | +$173K | 0.4% | 80 |
|
|
2015
Q4 | $1.29M | Buy |
15,058
+4,494
| +43% | +$386K | 0.34% | 87 |
|
|
2015
Q3 | $879K | Buy |
10,564
+4,427
| +72% | +$368K | 0.23% | 115 |
|
|
2015
Q2 | $555K | Buy |
6,137
+987
| +19% | +$89.3K | 0.15% | 144 |
|
|
2015
Q1 | $473K | Buy |
5,150
+803
| +18% | +$73.8K | 0.12% | 160 |
|
|
2014
Q4 | $389K | Buy |
4,347
+2,148
| +98% | +$192K | 0.1% | 163 |
|
|
2014
Q3 | $187K | Buy |
+2,199
| New | +$187K | 0.06% | 225 |
|
|
2013
Q4 | – | Sell |
-2,029
| Closed | -$149K | – | 964 |
|
|
2013
Q3 | $149K | Buy |
2,029
+315
| +18% | +$23.1K | 0.09% | 193 |
|
|
2013
Q2 | $118K | Buy |
+1,714
| New | +$118K | 0.07% | 213 |
|