Regal Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Regal Investment Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$541K	Buy	1,896 +381	+25%	+$109K	0.04%	334
2025 Q1	$389K	Buy	1,515 +4	+0.3%	+$1.03K	0.03%	361
2024 Q4	$408K	Buy	1,511 +1	+0.1%	+$270	0.03%	362
2024 Q3	$398K	Buy	1,510 +1	+0.1%	+$263	0.03%	388
2024 Q2	$377K	Sell	1,509 -1	-0.1%	-$250	0.02%	410
2024 Q1	$362K	Hold	1,510	–	–	0.02%	420
2023 Q4	$329K	Buy	1,510 +9	+0.6%	+$1.96K	0.02%	401
2023 Q3	$294K	Sell	1,501 -20	-1%	-$3.92K	0.02%	394
2023 Q2	$308K	Hold	1,521	–	–	0.03%	389
2023 Q1	$284K	Buy	1,521 +1	+0.1%	+$187	0.03%	409
2022 Q4	$265K	Sell	1,520 -191	-11%	-$33.3K	0.03%	406
2022 Q3	$280K	Buy	1,711 +236	+16%	+$38.6K	0.03%	379
2022 Q2	$254K	Buy	1,475 +1	+0.1%	+$172	0.03%	406
2022 Q1	$307K	Sell	1,474 -135	-8%	-$28.1K	0.03%	401
2021 Q4	$356K	Buy	1,609 +1	+0.1%	+$221	0.03%	392
2021 Q3	$323K	Buy	1,608 +1	+0.1%	+$201	0.03%	402
2021 Q2	$323K	Buy	+1,607	New	+$323K	0.03%	396
2021 Q1	–	Sell	-1,531	Closed	-$269K	–	425
2020 Q4	$269K	Buy	+1,531	New	+$269K	0.03%	384
2020 Q3	–	Sell	-1,661	Closed	-$238K	–	296
2020 Q2	$238K	Buy	+1,661	New	+$238K	0.04%	280
2020 Q1	–	Sell	-1,391	Closed	-$206K	–	305
2019 Q4	$206K	Buy	+1,391	New	+$206K	0.04%	313
2018 Q2	–	Sell	-1,785	Closed	-$216K	–	321
2018 Q1	$216K	Buy	1,785 +1	+0.1%	+$121	0.05%	284
2017 Q4	$219K	Buy	+1,784	New	+$219K	0.05%	264
2015 Q4	–	Sell	-1,353	Closed	-$119K	–	875
2015 Q3	$119K	Sell	1,353 -149	-10%	-$13.1K	0.03%	320
2015 Q2	$142K	Hold	1,502	–	–	0.04%	288
2015 Q1	$143K	Buy	1,502 +3	+0.2%	+$286	0.04%	289
2014 Q4	$141K	Sell	1,499 -329	-18%	-$30.9K	0.04%	261
2014 Q3	$165K	Buy	1,828 +438	+32%	+$39.5K	0.05%	241
2014 Q2	$125K	Hold	1,390	–	–	0.04%	252
2014 Q1	$120K	Buy	1,390 +1,310	+1,638%	+$113K	0.05%	242
2013 Q4	$7K	Sell	80 -1,310	-94%	-$115K	﹤0.01%	643
2013 Q3	$108K	Hold	1,390	–	–	0.06%	229
2013 Q2	$102K	Buy	+1,390	New	+$102K	0.06%	229