RIA
Regal Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
32,937
+238
| +0.7% | +$72.3K | 0.75% | 28 |
|
|
2025
Q1 | $8.99M | Buy |
32,699
+1,919
| +6% | +$527K | 0.73% | 27 |
|
|
2024
Q4 | $8.92M | Buy |
30,780
+831
| +3% | +$241K | 0.67% | 34 |
|
|
2024
Q3 | $8.48M | Sell |
29,949
-227
| -0.8% | -$64.3K | 0.59% | 38 |
|
|
2024
Q2 | $8.07M | Buy |
30,176
+942
| +3% | +$252K | 0.53% | 42 |
|
|
2024
Q1 | $7.6M | Buy |
29,234
+950
| +3% | +$247K | 0.52% | 47 |
|
|
2023
Q4 | $6.71M | Buy |
28,284
+392
| +1% | +$93K | 0.51% | 51 |
|
|
2023
Q3 | $5.92M | Sell |
27,892
-787
| -3% | -$167K | 0.5% | 56 |
|
|
2023
Q2 | $6.32M | Buy |
28,679
+1,053
| +4% | +$232K | 0.53% | 52 |
|
|
2023
Q1 | $5.64M | Sell |
27,626
-1,243
| -4% | -$254K | 0.5% | 56 |
|
|
2022
Q4 | $5.52M | Sell |
28,869
-5,118
| -15% | -$978K | 0.53% | 52 |
|
|
2022
Q3 | $6.1M | Buy |
33,987
+6,026
| +22% | +$1.08M | 0.64% | 37 |
|
|
2022
Q2 | $5.27M | Buy |
27,961
+2,517
| +10% | +$475K | 0.55% | 49 |
|
|
2022
Q1 | $5.79M | Buy |
25,444
+1,700
| +7% | +$387K | 0.53% | 51 |
|
|
2021
Q4 | $5.73M | Sell |
23,744
-24
| -0.1% | -$5.8K | 0.51% | 48 |
|
|
2021
Q3 | $5.28M | Sell |
23,768
-140
| -0.6% | -$31.1K | 0.51% | 48 |
|
|
2021
Q2 | $5.33M | Buy |
+23,908
| New | +$5.33M | 0.53% | 45 |
|
|
2021
Q1 | – | Sell |
-21,371
| Closed | -$4.16M | – | 421 |
|
|
2020
Q4 | $4.16M | Buy |
+21,371
| New | +$4.16M | 0.47% | 54 |
|
|
2020
Q3 | – | Sell |
-20,519
| Closed | -$3.21M | – | 293 |
|
|
2020
Q2 | $3.21M | Buy |
+20,519
| New | +$3.21M | 0.59% | 51 |
|
|
2020
Q1 | – | Sell |
-21,008
| Closed | -$3.44M | – | 302 |
|
|
2019
Q4 | $3.44M | Buy |
21,008
+3,621
| +21% | +$592K | 0.62% | 40 |
|
|
2019
Q3 | $2.63M | Buy |
17,387
+2,365
| +16% | +$357K | 0.51% | 54 |
|
|
2019
Q2 | $2.26M | Buy |
15,022
+840
| +6% | +$126K | 0.44% | 73 |
|
|
2019
Q1 | $2.05M | Sell |
14,182
-5,554
| -28% | -$804K | 0.42% | 77 |
|
|
2018
Q4 | $2.52M | Buy |
19,736
+4,635
| +31% | +$592K | 0.55% | 51 |
|
|
2018
Q3 | $2.26M | Buy |
15,101
+2,737
| +22% | +$410K | 0.48% | 60 |
|
|
2018
Q2 | $1.74M | Sell |
12,364
-1,860
| -13% | -$261K | 0.53% | 58 |
|
|
2018
Q1 | $1.93M | Buy |
14,224
+1,810
| +15% | +$246K | 0.43% | 72 |
|
|
2017
Q4 | $1.7M | Sell |
12,414
-4,016
| -24% | -$551K | 0.38% | 92 |
|
|
2017
Q3 | $2.13M | Sell |
16,430
-813
| -5% | -$105K | 0.5% | 67 |
|
|
2017
Q2 | $2.15M | Sell |
17,243
-31,570
| -65% | -$3.93M | 0.53% | 69 |
|
|
2017
Q1 | $5.92M | Sell |
48,813
-325
| -0.7% | -$39.4K | 1.55% | 6 |
|
|
2016
Q4 | $5.67M | Sell |
49,138
-4,705
| -9% | -$543K | 1.57% | 6 |
|
|
2016
Q3 | $5.99M | Sell |
53,843
-2,527
| -4% | -$281K | 1.7% | 6 |
|
|
2016
Q2 | $6.04M | Buy |
56,370
+21
| +0% | +$2.25K | 1.66% | 4 |
|
|
2016
Q1 | $5.91M | Sell |
56,349
-7,950
| -12% | -$833K | 1.6% | 6 |
|
|
2015
Q4 | $6.71M | Sell |
64,299
-21,189
| -25% | -$2.21M | 1.74% | 5 |
|
|
2015
Q3 | $8.44M | Buy |
85,488
+80,133
| +1,496% | +$7.91M | 2.19% | 3 |
|
|
2015
Q2 | $573K | Buy |
5,355
+2,492
| +87% | +$267K | 0.16% | 137 |
|
|
2015
Q1 | $307K | Sell |
2,863
-213
| -7% | -$22.8K | 0.08% | 198 |
|
|
2014
Q4 | $326K | Sell |
3,076
-267
| -8% | -$28.3K | 0.09% | 179 |
|
|
2014
Q3 | $338K | Sell |
3,343
-2,783
| -45% | -$281K | 0.1% | 173 |
|
|
2014
Q2 | $623K | Buy |
6,126
+64
| +1% | +$6.51K | 0.22% | 111 |
|
|
2014
Q1 | $591K | Buy |
6,062
+1,645
| +37% | +$160K | 0.25% | 106 |
|
|
2013
Q4 | $424K | Buy |
4,417
+2,721
| +160% | +$261K | 0.24% | 112 |
|
|
2013
Q3 | $149K | Buy |
1,696
+258
| +18% | +$22.7K | 0.09% | 194 |
|
|
2013
Q2 | $119K | Buy |
+1,438
| New | +$119K | 0.07% | 211 |
|