Regal Investment Advisors LLC Vanguard Financial ETF Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$90.62 - $102.39 $179,790 - $203,141	1,984 New	1,984 $203,000
Q4 2022 Mar 01, 2023	BUY	$74.7 - $88.6 $2,390 - $2,835	32 Added 0.99%	3,276 $271,000
Q3 2022 Nov 15, 2022	BUY	$74.44 - $88.21 $9,230 - $10,938	124 Added 3.97%	3,244 $241,000
Q2 2022 Aug 09, 2022	BUY	$75.42 - $93.29 $905 - $1,119	12 Added 0.39%	3,120 $241,000
Q1 2022 May 09, 2022	BUY	$87.26 - $101.75 $19,808 - $23,097	227 Added 7.88%	3,108 $290,000
Q4 2021 Feb 10, 2022	BUY	$92.72 - $100.95 $2,225 - $2,422	24 Added 0.84%	2,881 $278,000
Q2 2021 Aug 09, 2021	BUY	$85.53 - $94.49 $244,359 - $269,957	2,857 New	2,857 $258,000
Q1 2021 May 12, 2021	SELL	$71.74 - $86.71 $271,535 - $328,197	-3,785 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$58.32 - $72.85 $220,741 - $275,737	3,785 New	3,785 $276,000
Q3 2020 Nov 13, 2020	SELL	$55.49 - $62.22 $238,551 - $267,483	-4,299 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$47.38 - $65.88 $203,686 - $283,218	4,299 New	4,299 $246,000
Q4 2018 Feb 04, 2019	SELL	N/A	-2,877 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	N/A	2,877 New	2,877 $200,000
Q2 2018 Aug 10, 2018	SELL	N/A	-3,979 Closed	0 $0
Q1 2018 Apr 25, 2018	BUY	N/A	3,979 New	3,979 $276,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
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