RIA
Regal Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
16,156
+787
| +5% | +$447K | 0.69% | 31 |
|
|
2025
Q1 | $7.9M | Buy |
15,369
+764
| +5% | +$393K | 0.64% | 36 |
|
|
2024
Q4 | $7.87M | Sell |
14,605
-4,129
| -22% | -$2.22M | 0.59% | 41 |
|
|
2024
Q3 | $9.89M | Sell |
18,734
-9,371
| -33% | -$4.94M | 0.69% | 26 |
|
|
2024
Q2 | $14.1M | Buy |
28,105
+636
| +2% | +$318K | 0.92% | 20 |
|
|
2024
Q1 | $13.2M | Buy |
27,469
+770
| +3% | +$370K | 0.9% | 21 |
|
|
2023
Q4 | $11.7M | Sell |
26,699
-2,948
| -10% | -$1.29M | 0.88% | 20 |
|
|
2023
Q3 | $11.6M | Sell |
29,647
-1,301
| -4% | -$511K | 0.98% | 18 |
|
|
2023
Q2 | $12.6M | Buy |
30,948
+264
| +0.9% | +$108K | 1.06% | 16 |
|
|
2023
Q1 | $11.5M | Buy |
30,684
+4,985
| +19% | +$1.87M | 1.02% | 20 |
|
|
2022
Q4 | $9.03M | Buy |
25,699
+5,062
| +25% | +$1.78M | 0.87% | 27 |
|
|
2022
Q3 | $6.78M | Buy |
20,637
+8,624
| +72% | +$2.83M | 0.71% | 30 |
|
|
2022
Q2 | $4.17M | Buy |
12,013
+1,665
| +16% | +$578K | 0.43% | 64 |
|
|
2022
Q1 | $4.3M | Sell |
10,348
-1,326
| -11% | -$550K | 0.39% | 67 |
|
|
2021
Q4 | $5.1M | Buy |
11,674
+939
| +9% | +$410K | 0.45% | 56 |
|
|
2021
Q3 | $4.23M | Buy |
10,735
+63
| +0.6% | +$24.8K | 0.41% | 64 |
|
|
2021
Q2 | $4.2M | Buy |
+10,672
| New | +$4.2M | 0.42% | 62 |
|
|
2021
Q1 | – | Sell |
-7,639
| Closed | -$2.63M | – | 416 |
|
|
2020
Q4 | $2.63M | Buy |
+7,639
| New | +$2.63M | 0.3% | 85 |
|
|
2020
Q3 | – | Sell |
-3,867
| Closed | -$1.1M | – | 289 |
|
|
2020
Q2 | $1.1M | Buy |
+3,867
| New | +$1.1M | 0.2% | 113 |
|
|
2020
Q1 | – | Sell |
-714
| Closed | -$211K | – | 298 |
|
|
2019
Q4 | $211K | Buy |
+714
| New | +$211K | 0.04% | 308 |
|
|
2019
Q3 | – | Sell |
-2,351
| Closed | -$633K | – | 337 |
|
|
2019
Q2 | $633K | Sell |
2,351
-60
| -2% | -$16.2K | 0.12% | 164 |
|
|
2019
Q1 | $626K | Buy |
2,411
+33
| +1% | +$8.57K | 0.13% | 166 |
|
|
2018
Q4 | $546K | Buy |
2,378
+816
| +52% | +$187K | 0.12% | 178 |
|
|
2018
Q3 | $417K | Buy |
+1,562
| New | +$417K | 0.09% | 210 |
|