RIA
Regal Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Sell |
26,584
-29
| -0.1% | -$8.25K | 0.57% | 44 |
|
|
2025
Q1 | $6.51M | Buy |
26,613
+431
| +2% | +$105K | 0.53% | 48 |
|
|
2024
Q4 | $6.64M | Buy |
26,182
+73
| +0.3% | +$18.5K | 0.5% | 52 |
|
|
2024
Q3 | $6.36M | Buy |
26,109
+559
| +2% | +$136K | 0.45% | 60 |
|
|
2024
Q2 | $5.87M | Buy |
25,550
+204
| +0.8% | +$46.8K | 0.38% | 70 |
|
|
2024
Q1 | $5.98M | Sell |
25,346
-305
| -1% | -$71.9K | 0.41% | 68 |
|
|
2023
Q4 | $5.63M | Buy |
25,651
+476
| +2% | +$105K | 0.43% | 65 |
|
|
2023
Q3 | $4.9M | Sell |
25,175
-1,598
| -6% | -$311K | 0.41% | 69 |
|
|
2023
Q2 | $5.51M | Sell |
26,773
-526
| -2% | -$108K | 0.46% | 60 |
|
|
2023
Q1 | $5.32M | Buy |
27,299
+860
| +3% | +$168K | 0.47% | 61 |
|
|
2022
Q4 | $4.75M | Buy |
26,439
+272
| +1% | +$48.9K | 0.46% | 59 |
|
|
2022
Q3 | $4.46M | Buy |
26,167
+185
| +0.7% | +$31.5K | 0.47% | 60 |
|
|
2022
Q2 | $4.56M | Buy |
25,982
+3,116
| +14% | +$547K | 0.47% | 60 |
|
|
2022
Q1 | $5.1M | Buy |
22,866
+928
| +4% | +$207K | 0.47% | 58 |
|
|
2021
Q4 | $5.59M | Buy |
21,938
+341
| +2% | +$86.8K | 0.49% | 50 |
|
|
2021
Q3 | $5.1M | Buy |
21,597
+627
| +3% | +$148K | 0.5% | 51 |
|
|
2021
Q2 | $4.96M | Buy |
20,970
+6,602
| +46% | +$1.56M | 0.5% | 50 |
|
|
2021
Q1 | $3.08M | Sell |
14,368
-6,321
| -31% | -$1.36M | 3.12% | 11 |
|
|
2020
Q4 | $4.39M | Buy |
20,689
+5,836
| +39% | +$1.24M | 0.5% | 51 |
|
|
2020
Q3 | $2.68M | Sell |
14,853
-6,293
| -30% | -$1.13M | 3.16% | 10 |
|
|
2020
Q2 | $3.49M | Buy |
21,146
+6,393
| +43% | +$1.06M | 0.64% | 42 |
|
|
2020
Q1 | $1.87M | Sell |
14,753
-5,684
| -28% | -$720K | 2.75% | 12 |
|
|
2019
Q4 | $3.25M | Buy |
20,437
+713
| +4% | +$113K | 0.58% | 46 |
|
|
2019
Q3 | $2.92M | Buy |
19,724
+592
| +3% | +$87.7K | 0.57% | 43 |
|
|
2019
Q2 | $2.86M | Buy |
19,132
+185
| +1% | +$27.6K | 0.56% | 47 |
|
|
2019
Q1 | $2.71M | Sell |
18,947
-591
| -3% | -$84.4K | 0.55% | 51 |
|
|
2018
Q4 | $2.34M | Buy |
19,538
+786
| +4% | +$94.1K | 0.51% | 56 |
|
|
2018
Q3 | $2.67M | Buy |
18,752
+5,037
| +37% | +$718K | 0.56% | 44 |
|
|
2018
Q2 | $1.84M | Sell |
13,715
-4,586
| -25% | -$616K | 0.56% | 50 |
|
|
2018
Q1 | $2.37M | Sell |
18,301
-7
| -0% | -$907 | 0.52% | 52 |
|
|
2017
Q4 | $2.34M | Sell |
18,308
-301
| -2% | -$38.4K | 0.52% | 58 |
|
|
2017
Q3 | $2.27M | Sell |
18,609
-463
| -2% | -$56.4K | 0.53% | 59 |
|
|
2017
Q2 | $2.24M | Sell |
19,072
-25
| -0.1% | -$2.94K | 0.56% | 65 |
|
|
2017
Q1 | $2.16M | Buy |
19,097
+357
| +2% | +$40.3K | 0.56% | 65 |
|
|
2016
Q4 | $1.98M | Buy |
18,740
+1,797
| +11% | +$190K | 0.55% | 69 |
|
|
2016
Q3 | $1.8M | Buy |
16,943
+975
| +6% | +$104K | 0.51% | 68 |
|
|
2016
Q2 | $1.63M | Buy |
15,968
+1,604
| +11% | +$163K | 0.45% | 80 |
|
|
2016
Q1 | $1.44M | Buy |
14,364
+2,050
| +17% | +$206K | 0.39% | 81 |
|
|
2015
Q4 | $1.23M | Buy |
12,314
+4,404
| +56% | +$439K | 0.32% | 90 |
|
|
2015
Q3 | $769K | Buy |
7,910
+3,015
| +62% | +$293K | 0.2% | 124 |
|
|
2015
Q2 | $521K | Buy |
4,895
+550
| +13% | +$58.5K | 0.14% | 151 |
|
|
2015
Q1 | $469K | Buy |
4,345
+496
| +13% | +$53.5K | 0.12% | 162 |
|
|
2014
Q4 | $391K | Buy |
3,849
+1,905
| +98% | +$194K | 0.1% | 162 |
|
|
2014
Q3 | $187K | Buy |
+1,944
| New | +$187K | 0.06% | 226 |
|
|
2013
Q3 | – | Sell |
-259
| Closed | -$20K | – | 967 |
|
|
2013
Q2 | $20K | Buy |
+259
| New | +$20K | 0.01% | 464 |
|