RIA
Regal Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
14,134
-1,094
| -7% | -$146K | 0.14% | 160 |
|
|
2025
Q1 | $1.96M | Sell |
15,228
-635
| -4% | -$81.9K | 0.16% | 151 |
|
|
2024
Q4 | $2.02M | Sell |
15,863
-59
| -0.4% | -$7.53K | 0.15% | 159 |
|
|
2024
Q3 | $2.04M | Sell |
15,922
-1,054
| -6% | -$135K | 0.14% | 170 |
|
|
2024
Q2 | $2.01M | Sell |
16,976
-1,258
| -7% | -$149K | 0.13% | 170 |
|
|
2024
Q1 | $2.21M | Buy |
18,234
+1,747
| +11% | +$211K | 0.15% | 160 |
|
|
2023
Q4 | $1.84M | Sell |
16,487
-2,660
| -14% | -$297K | 0.14% | 166 |
|
|
2023
Q3 | $1.98M | Sell |
19,147
-1,269
| -6% | -$131K | 0.17% | 149 |
|
|
2023
Q2 | $2.17M | Sell |
20,416
-72,597
| -78% | -$7.7M | 0.18% | 135 |
|
|
2023
Q1 | $9.81M | Buy |
93,013
+385
| +0.4% | +$40.6K | 0.87% | 23 |
|
|
2022
Q4 | $10M | Sell |
92,628
-1,151
| -1% | -$125K | 0.97% | 25 |
|
|
2022
Q3 | $8.9M | Sell |
93,779
-21,075
| -18% | -$2M | 0.94% | 24 |
|
|
2022
Q2 | $11.7M | Buy |
114,854
+2,139
| +2% | +$218K | 1.22% | 15 |
|
|
2022
Q1 | $12.7M | Buy |
112,715
+43,757
| +63% | +$4.91M | 1.16% | 14 |
|
|
2021
Q4 | $7.73M | Buy |
68,958
+18,499
| +37% | +$2.07M | 0.68% | 31 |
|
|
2021
Q3 | $5.22M | Buy |
50,459
+10,788
| +27% | +$1.11M | 0.51% | 49 |
|
|
2021
Q2 | $4.16M | Buy |
+39,671
| New | +$4.16M | 0.42% | 64 |
|
|
2021
Q1 | – | Sell |
-39,912
| Closed | -$3.65M | – | 428 |
|
|
2020
Q4 | $3.65M | Buy |
+39,912
| New | +$3.65M | 0.41% | 63 |
|
|
2020
Q3 | – | Sell |
-26,686
| Closed | -$2.1M | – | 299 |
|
|
2020
Q2 | $2.1M | Buy |
+26,686
| New | +$2.1M | 0.39% | 71 |
|
|
2020
Q1 | – | Sell |
-21,177
| Closed | -$1.99M | – | 308 |
|
|
2019
Q4 | $1.99M | Sell |
21,177
-1,997
| -9% | -$187K | 0.36% | 91 |
|
|
2019
Q3 | $2.06M | Sell |
23,174
-2,237
| -9% | -$198K | 0.4% | 85 |
|
|
2019
Q2 | $2.22M | Buy |
25,411
+13,333
| +110% | +$1.16M | 0.43% | 75 |
|
|
2019
Q1 | $1.04M | Buy |
12,078
+2,095
| +21% | +$180K | 0.21% | 127 |
|
|
2018
Q4 | $779K | Buy |
9,983
+6,440
| +182% | +$503K | 0.17% | 143 |
|
|
2018
Q3 | $309K | Sell |
3,543
-2,772
| -44% | -$242K | 0.07% | 237 |
|
|
2018
Q2 | $524K | Sell |
6,315
-2,418
| -28% | -$201K | 0.16% | 157 |
|
|
2018
Q1 | $720K | Sell |
8,733
-16,952
| -66% | -$1.4M | 0.16% | 146 |
|
|
2017
Q4 | $2.2M | Sell |
25,685
-3,346
| -12% | -$286K | 0.49% | 68 |
|
|
2017
Q3 | $2.35M | Buy |
29,031
+19,940
| +219% | +$1.62M | 0.55% | 56 |
|
|
2017
Q2 | $711K | Sell |
9,091
-420
| -4% | -$32.8K | 0.18% | 138 |
|
|
2017
Q1 | $738K | Buy |
9,511
+261
| +3% | +$20.3K | 0.19% | 133 |
|
|
2016
Q4 | $701K | Buy |
9,250
+303
| +3% | +$23K | 0.19% | 133 |
|
|
2016
Q3 | $645K | Sell |
8,947
-16,604
| -65% | -$1.2M | 0.18% | 139 |
|
|
2016
Q2 | $1.83M | Sell |
25,551
-12,834
| -33% | -$917K | 0.5% | 77 |
|
|
2016
Q1 | $2.65M | Buy |
38,385
+31,205
| +435% | +$2.15M | 0.72% | 56 |
|
|
2015
Q4 | $479K | Buy |
7,180
+81
| +1% | +$5.4K | 0.12% | 157 |
|
|
2015
Q3 | $444K | Sell |
7,099
-898
| -11% | -$56.2K | 0.12% | 158 |
|
|
2015
Q2 | $538K | Sell |
7,997
-22,031
| -73% | -$1.48M | 0.15% | 148 |
|
|
2015
Q1 | $2.05M | Sell |
30,028
-51,956
| -63% | -$3.55M | 0.51% | 73 |
|
|
2014
Q4 | $5.64M | Buy |
81,984
+1,670
| +2% | +$115K | 1.51% | 8 |
|
|
2014
Q3 | $5.33M | Buy |
80,314
+28,714
| +56% | +$1.91M | 1.61% | 7 |
|
|
2014
Q2 | $3.42M | Buy |
51,600
+49,405
| +2,251% | +$3.28M | 1.22% | 8 |
|
|
2014
Q1 | $139K | Buy |
2,195
+199
| +10% | +$12.6K | 0.06% | 226 |
|
|
2013
Q4 | $124K | Sell |
1,996
-1,384
| -41% | -$86K | 0.07% | 188 |
|
|
2013
Q3 | $194K | Sell |
3,380
-9,403
| -74% | -$540K | 0.11% | 166 |
|
|
2013
Q2 | $721K | Buy |
+12,783
| New | +$721K | 0.4% | 84 |
|