Regal Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | $219K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $119K | Sell |
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|
2015
Q2 | $142K | Hold |
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|
2015
Q1 | $143K | Buy |
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|
2014
Q4 | $141K | Sell |
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|
2014
Q3 | $165K | Buy |
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|
2014
Q2 | $125K | Hold |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $108K | Hold |
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|
2013
Q2 | $102K | Buy |
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