Regal Investment Advisors LLC Vanguard Mid Cap ETF Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 21,703 shares of VO stock, worth $6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

21,703

Previous 20,235 7.25%

Holding current value

$6 Million

Previous $4.9 Million 16.88%

% of portfolio

0.41%

Previous 0.33%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $349,149 - $387,302	1,468 Added 7.25%	21,703 $5.73 Million
Q2 2024 Aug 14, 2024	BUY	$234.99 - $248.98 $72,846 - $77,183	310 Added 1.56%	20,235 $4.9 Million
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $1.11 Million - $1.23 Million	4,904 Added 32.65%	19,925 $4.98 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $78,264 - $93,580	400 Added 2.74%	15,021 $3.49 Million
Q3 2023 Nov 13, 2023	BUY	$206.6 - $228.23 $63,632 - $70,294	308 Added 2.15%	14,621 $3.04 Million
Q2 2023 Aug 11, 2023	BUY	$203.43 - $220.16 $98,663 - $106,777	485 Added 3.51%	14,313 $3.15 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $58,858 - $66,438	294 Added 2.17%	13,828 $2.92 Million
Q4 2022 Mar 01, 2023	SELL	$186.57 - $217.26 $30,784 - $35,847	-165 Reduced 1.2%	13,534 $2.76 Million
Q3 2022 Nov 15, 2022	BUY	$187.98 - $227.42 $86,470 - $104,613	460 Added 3.47%	13,699 $2.58 Million
Q2 2022 Aug 09, 2022	SELL	$190.36 - $240.41 $92,705 - $117,079	-487 Reduced 3.55%	13,239 $2.61 Million
Q1 2022 May 09, 2022	SELL	$219.86 - $253.39 $18,688 - $21,538	-85 Reduced 0.62%	13,726 $3.27 Million
Q4 2021 Feb 10, 2022	BUY	$236.98 - $261.2 $145,505 - $160,376	614 Added 4.65%	13,811 $3.52 Million
Q3 2021 Nov 05, 2021	SELL	$229.88 - $249.8 $207,351 - $225,319	-902 Reduced 6.4%	13,197 $3.13 Million
Q2 2021 Aug 09, 2021	BUY	$223.23 - $238.25 $3.15 Million - $3.36 Million	14,099 New	14,099 $3.35 Million
Q1 2021 May 12, 2021	SELL	$203.74 - $225.89 $3.03 Million - $3.36 Million	-14,885 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $2.62 Million - $3.1 Million	14,885 New	14,885 $3.08 Million
Q3 2020 Nov 13, 2020	SELL	$164.39 - $185.0 $2.83 Million - $3.19 Million	-17,237 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$124.34 - $175.42 $2.14 Million - $3.02 Million	17,237 New	17,237 $2.83 Million
Q1 2020 May 12, 2020	SELL	$112.37 - $186.27 $1.64 Million - $2.72 Million	-14,577 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$162.13 - $178.73 $67,608 - $74,530	-417 Reduced 2.78%	14,577 $2.6 Million
Q3 2019 Nov 15, 2019	SELL	$166.82 - $169.81 $2,502 - $2,547	-15 Reduced 0.1%	14,994 $2.51 Million
Q2 2019 Jul 26, 2019	BUY	N/A	1,075 Added 7.71%	15,009 $2.51 Million
Q1 2019 May 09, 2019	SELL	N/A	-1,507 Reduced 9.76%	13,934 $2.24 Million
Q4 2018 Feb 04, 2019	BUY	N/A	1,247 Added 8.79%	15,441 $2.13 Million
Q3 2018 Nov 05, 2018	BUY	N/A	6,734 Added 90.27%	14,194 $2.33 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-6,814 Reduced 47.74%	7,460 $1.18 Million
Q1 2018 Apr 25, 2018	BUY	N/A	2,588 Added 22.15%	14,274 $2.2 Million
Q4 2017 Feb 06, 2018	BUY	N/A	1,021 Added 9.57%	11,686 $1.81 Million
Q3 2017 Nov 08, 2017	BUY	N/A	10,665	10,665 $1.57 Million

Others Institutions Holding VO

# of Institutions

2,197

Shares Held

184M

Call Options Held

52.1K

Put Options Held

9.6K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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.

Account

Regal Investment Advisors LLC Vanguard Mid Cap ETF Transaction History