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

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.