RIA
Regal Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
47,459
+974
| +2% | +$427K | 1.56% | 9 |
|
|
2025
Q1 | $17.2M | Buy |
46,485
+1,375
| +3% | +$510K | 1.39% | 10 |
|
|
2024
Q4 | $18.5M | Sell |
45,110
-4,685
| -9% | -$1.92M | 1.39% | 11 |
|
|
2024
Q3 | $19.1M | Buy |
49,795
+1,523
| +3% | +$585K | 1.34% | 11 |
|
|
2024
Q2 | $18.1M | Sell |
48,272
-1,374
| -3% | -$514K | 1.18% | 13 |
|
|
2024
Q1 | $17.1M | Sell |
49,646
-1,138
| -2% | -$392K | 1.17% | 12 |
|
|
2023
Q4 | $15.8M | Buy |
50,784
+14
| +0% | +$4.35K | 1.19% | 12 |
|
|
2023
Q3 | $13.8M | Sell |
50,770
-200
| -0.4% | -$54.5K | 1.16% | 12 |
|
|
2023
Q2 | $14.4M | Buy |
50,970
+1,978
| +4% | +$560K | 1.21% | 13 |
|
|
2023
Q1 | $12.2M | Buy |
48,992
+278
| +0.6% | +$69.3K | 1.08% | 16 |
|
|
2022
Q4 | $10.4M | Buy |
48,714
+2,940
| +6% | +$627K | 1.01% | 23 |
|
|
2022
Q3 | $9.79M | Buy |
45,774
+1,829
| +4% | +$391K | 1.03% | 22 |
|
|
2022
Q2 | $9.8M | Buy |
43,945
+4,079
| +10% | +$909K | 1.02% | 22 |
|
|
2022
Q1 | $11.5M | Buy |
39,866
+2,350
| +6% | +$676K | 1.05% | 18 |
|
|
2021
Q4 | $12M | Sell |
37,516
-3,922
| -9% | -$1.26M | 1.07% | 15 |
|
|
2021
Q3 | $12M | Buy |
41,438
+5,068
| +14% | +$1.47M | 1.17% | 11 |
|
|
2021
Q2 | $10.4M | Buy |
36,370
+1,576
| +5% | +$452K | 1.05% | 16 |
|
|
2021
Q1 | $8.94M | Sell |
34,794
-1,263
| -4% | -$325K | 9.06% | 4 |
|
|
2020
Q4 | $9.14M | Buy |
36,057
+2,111
| +6% | +$535K | 1.03% | 18 |
|
|
2020
Q3 | $7.73M | Sell |
33,946
-3,237
| -9% | -$737K | 9.13% | 3 |
|
|
2020
Q2 | $7.51M | Sell |
37,183
-280
| -0.7% | -$56.6K | 1.38% | 15 |
|
|
2020
Q1 | $5.87M | Sell |
37,463
-1,952
| -5% | -$306K | 8.62% | 3 |
|
|
2019
Q4 | $7.18M | Sell |
39,415
-551
| -1% | -$100K | 1.29% | 15 |
|
|
2019
Q3 | $6.65M | Sell |
39,966
-332
| -0.8% | -$55.2K | 1.3% | 15 |
|
|
2019
Q2 | $6.58M | Buy |
40,298
+111
| +0.3% | +$18.1K | 1.28% | 16 |
|
|
2019
Q1 | $6.29M | Sell |
40,187
-1,417
| -3% | -$222K | 1.28% | 16 |
|
|
2018
Q4 | $5.59M | Buy |
41,604
+2,363
| +6% | +$317K | 1.22% | 16 |
|
|
2018
Q3 | $6.32M | Buy |
39,241
+12,164
| +45% | +$1.96M | 1.33% | 14 |
|
|
2018
Q2 | $4.06M | Sell |
27,077
-10,658
| -28% | -$1.6M | 1.23% | 13 |
|
|
2018
Q1 | $5.35M | Sell |
37,735
-429
| -1% | -$60.9K | 1.18% | 19 |
|
|
2017
Q4 | $5.37M | Sell |
38,164
-983
| -3% | -$138K | 1.2% | 20 |
|
|
2017
Q3 | $5.2M | Sell |
39,147
-566
| -1% | -$75.1K | 1.21% | 17 |
|
|
2017
Q2 | $5.05M | Buy |
39,713
+247
| +0.6% | +$31.4K | 1.25% | 13 |
|
|
2017
Q1 | $4.8M | Buy |
39,466
+257
| +0.7% | +$31.3K | 1.25% | 14 |
|
|
2016
Q4 | $4.37M | Buy |
39,209
+2,319
| +6% | +$259K | 1.21% | 12 |
|
|
2016
Q3 | $4.14M | Buy |
36,890
+455
| +1% | +$51.1K | 1.18% | 13 |
|
|
2016
Q2 | $3.91M | Buy |
36,435
+2,624
| +8% | +$281K | 1.07% | 19 |
|
|
2016
Q1 | $3.6M | Sell |
33,811
-1,016
| -3% | -$108K | 0.97% | 27 |
|
|
2015
Q4 | $3.71M | Buy |
34,827
+9,492
| +37% | +$1.01M | 0.96% | 26 |
|
|
2015
Q3 | $2.54M | Buy |
25,335
+7,396
| +41% | +$741K | 0.66% | 54 |
|
|
2015
Q2 | $1.92M | Buy |
17,939
+3,312
| +23% | +$354K | 0.52% | 70 |
|
|
2015
Q1 | $1.53M | Buy |
14,627
+1,614
| +12% | +$169K | 0.38% | 83 |
|
|
2014
Q4 | $1.36M | Buy |
13,013
+4,245
| +48% | +$443K | 0.36% | 81 |
|
|
2014
Q3 | $874K | Buy |
8,768
+6,950
| +382% | +$693K | 0.26% | 99 |
|
|
2014
Q2 | $180K | Buy |
1,818
+1
| +0.1% | +$99 | 0.06% | 210 |
|
|
2014
Q1 | $170K | Hold |
1,817
| – | – | 0.07% | 203 |
|
|
2013
Q4 | $169K | Sell |
1,817
-5,445
| -75% | -$506K | 0.1% | 163 |
|
|
2013
Q3 | $614K | Sell |
7,262
-7,744
| -52% | -$655K | 0.36% | 99 |
|
|
2013
Q2 | $1.17M | Buy |
+15,006
| New | +$1.17M | 0.65% | 44 |
|