Regal Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $8.92M | Buy |
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|
2024
Q3 | $8.48M | Sell |
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|
2024
Q2 | $8.07M | Buy |
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|
2024
Q1 | $7.6M | Buy |
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|
2023
Q4 | $6.71M | Buy |
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|
2023
Q3 | $5.92M | Sell |
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|
2023
Q2 | $6.32M | Buy |
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|
2023
Q1 | $5.64M | Sell |
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|
2022
Q4 | $5.52M | Sell |
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|
2022
Q3 | $6.1M | Buy |
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|
2022
Q2 | $5.27M | Buy |
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|
2022
Q1 | $5.79M | Buy |
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|
2021
Q4 | $5.73M | Sell |
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|
2021
Q3 | $5.28M | Sell |
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|
2021
Q2 | $5.33M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.16M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.44M | Buy |
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|
2019
Q3 | $2.63M | Buy |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $2.05M | Sell |
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|
2018
Q4 | $2.52M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $1.74M | Sell |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.7M | Sell |
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|
2017
Q3 | $2.13M | Sell |
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|
2017
Q2 | $2.15M | Sell |
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|
2017
Q1 | $5.92M | Sell |
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|
2016
Q4 | $5.67M | Sell |
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|
2016
Q3 | $5.99M | Sell |
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|
2016
Q2 | $6.04M | Buy |
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|
2016
Q1 | $5.91M | Sell |
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|
2015
Q4 | $6.71M | Sell |
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|
2015
Q3 | $8.44M | Buy |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | $307K | Sell |
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|
2014
Q4 | $326K | Sell |
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|
2014
Q3 | $338K | Sell |
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|
2014
Q2 | $623K | Buy |
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|
2014
Q1 | $591K | Buy |
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|
2013
Q4 | $424K | Buy |
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|
2013
Q3 | $149K | Buy |
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|
2013
Q2 | $119K | Buy |
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