Regal Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Regal Investment Advisors LLC holds 67,955 shares of VIG stock, worth $12.4 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
67,955
Previous 68,854 1.31%
Holding current value
$12.4 Million
Previous $12.6 Million 1.34%
% of portfolio
0.83%
Previous 0.88%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $155,823 - $166,575
-899 Reduced 1.31%
67,955 $12.4 Million
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $817,753 - $888,184
-4,854 Reduced 6.59%
68,854 $12.6 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $433,211 - $493,796
-2,885 Reduced 3.77%
73,708 $12.6 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $403,521 - $433,569
2,597 Added 3.51%
76,593 $11.9 Million
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $224,527 - $238,772
-1,470 Reduced 1.95%
73,996 $12 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $359,265 - $386,325
2,440 Added 3.34%
75,466 $11.6 Million
Q4 2022

Mar 01, 2023
SELL
$144.84 - $158.71 $162,800 - $178,390
-1,124 Reduced 1.52%
73,026 $11.1 Million
Q3 2022

Nov 15, 2022
BUY
N/A
1,692 Added 2.34%
74,150 $10 Million
Q2 2022

Aug 09, 2022
BUY
N/A
4,002 Added 5.85%
72,458 $10.4 Million
Q1 2022

May 09, 2022
BUY
N/A
2,350 Added 3.55%
68,456 $11.1 Million
Q4 2021

Feb 10, 2022
BUY
N/A
1,499 Added 2.32%
66,106 $11.4 Million
Q3 2021

Nov 05, 2021
BUY
N/A
2,948 Added 4.78%
64,607 $9.92 Million
Q2 2021

Aug 09, 2021
BUY
N/A
61,659 New
61,659 $9.54 Million
Q1 2021

May 12, 2021
SELL
N/A
-63,416 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
63,416 New
63,416 $8.95 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-63,949 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
N/A
63,949 New
63,949 $7.49 Million
Q1 2020

May 12, 2020
SELL
N/A
-62,279 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
N/A
-898 Reduced 1.42%
62,279 $7.76 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-2,760 Reduced 4.19%
63,177 $7.56 Million
Q2 2019

Jul 26, 2019
BUY
N/A
905 Added 1.39%
65,937 $7.59 Million
Q1 2019

May 09, 2019
BUY
N/A
3,221 Added 5.21%
65,032 $7.13 Million
Q4 2018

Feb 04, 2019
BUY
N/A
2,315 Added 3.89%
61,811 $6.05 Million
Q3 2018

Nov 05, 2018
BUY
N/A
21,570 Added 56.87%
59,496 $6.59 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-18,252 Reduced 32.49%
37,926 $3.85 Million
Q1 2018

Apr 25, 2018
BUY
N/A
799 Added 1.44%
56,178 $5.68 Million
Q4 2017

Feb 06, 2018
BUY
N/A
5,971 Added 12.09%
55,379 $5.65 Million
Q3 2017

Nov 08, 2017
BUY
N/A
49,408
49,408 $4.68 Million

Others Institutions Holding VIG

# of Institutions
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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