Regal Investment Advisors LLC Vanguard Utilities ETF Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 6,650 shares of VPU stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,650
Previous 8,158 18.48%
Holding current value
$1.09 Million
Previous $1.21 Million 4.06%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$146.64 - $174.54 $221,133 - $263,206
-1,508 Reduced 18.48%
6,650 $1.16 Million
Q2 2024

Aug 14, 2024
SELL
$136.04 - $157.94 $65,299 - $75,811
-480 Reduced 5.56%
8,158 $1.21 Million
Q1 2024

May 15, 2024
BUY
$129.56 - $142.58 $1.12 Million - $1.23 Million
8,638 New
8,638 $1.23 Million
Q3 2022

Nov 15, 2022
SELL
$142.26 - $169.41 $49,791 - $59,293
-350 Reduced 1.94%
17,729 $2.52 Million
Q2 2022

Aug 09, 2022
BUY
$141.44 - $166.95 $5,799 - $6,844
41 Added 0.23%
18,079 $2.75 Million
Q1 2022

May 09, 2022
BUY
$141.64 - $162.04 $1.06 Million - $1.22 Million
7,515 Added 71.41%
18,038 $2.92 Million
Q4 2021

Feb 10, 2022
BUY
$139.21 - $156.4 $563,104 - $632,638
4,045 Added 62.44%
10,523 $1.65 Million
Q3 2021

Nov 05, 2021
BUY
$139.14 - $152.64 $285,932 - $313,675
2,055 Added 46.46%
6,478 $901,000
Q2 2021

Aug 09, 2021
BUY
$138.76 - $148.08 $613,735 - $654,957
4,423 New
4,423 $614,000
Q1 2021

May 12, 2021
SELL
$128.27 - $140.64 $739,604 - $810,930
-5,766 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$130.28 - $145.52 $751,194 - $839,068
5,766 New
5,766 $791,000
Q3 2020

Nov 13, 2020
SELL
$124.0 - $134.49 $1.12 Million - $1.21 Million
-9,025 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$113.96 - $138.05 $1.03 Million - $1.25 Million
9,025 New
9,025 $1.12 Million
Q1 2020

May 12, 2020
SELL
$98.62 - $156.1 $504,441 - $798,451
-5,115 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$136.01 - $143.77 $126,489 - $133,706
-930 Reduced 15.38%
5,115 $731,000
Q3 2019

Nov 15, 2019
SELL
$138.86 - $144.54 $202,596 - $210,883
-1,459 Reduced 19.44%
6,045 $868,000
Q2 2019

Jul 26, 2019
BUY
N/A
7,504 New
7,504 $998,000

Others Institutions Holding VPU

# of Institutions
596
Shares Held
12.3M
Call Options Held
39.2K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email