Regal Investment Advisors LLC Vanguard Consumer Staples ETF Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$194.57 - $209.07 $194 - $209	-1 Reduced 0.1%	1,007 $204,000
Q1 2024 May 15, 2024	SELL	$189.57 - $204.14 $8,720 - $9,390	-46 Reduced 4.36%	1,008 $205,000
Q4 2023 Feb 14, 2024	SELL	$175.13 - $191.99 $8,406 - $9,215	-48 Reduced 4.36%	1,054 $201,000
Q3 2023 Nov 13, 2023	SELL	$182.67 - $199.63 $61,742 - $67,474	-338 Reduced 23.47%	1,102 $201,000
Q2 2023 Aug 11, 2023	SELL	$189.34 - $200.8 $9,277 - $9,839	-49 Reduced 3.29%	1,440 $280,000
Q1 2023 May 11, 2023	BUY	$184.07 - $195.02 $13,437 - $14,236	73 Added 5.16%	1,489 $288,000
Q4 2022 Mar 01, 2023	BUY	$171.56 - $199.59 $10,636 - $12,374	62 Added 4.58%	1,416 $271,000
Q3 2022 Nov 15, 2022	BUY	$171.79 - $199.02 $232,603 - $269,473	1,354 New	1,354 $233,000

Others Institutions Holding VDC

# of Institutions

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$727 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$169 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$157 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$147 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$141 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

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