Regal Investment Advisors LLC Vanguard Mid Cap Value Index F Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Regal Investment Advisors LLC holds 40,561 shares of VOE stock, worth $6.69 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

40,561

Previous 39,112 3.7%

Holding current value

$6.69 Million

Previous $6.56 Million 0.06%

% of portfolio

0.5%

Previous 0.47%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$160.89 - $176.18 $233,129 - $255,284	1,449 Added 3.7%	40,561 $6.56 Million
Q3 2024 Nov 12, 2024	SELL	$149.02 - $167.67 $86,580 - $97,416	-581 Reduced 1.46%	39,112 $6.56 Million
Q2 2024 Aug 14, 2024	BUY	$146.82 - $155.77 $45,367 - $48,132	309 Added 0.78%	39,693 $5.97 Million
Q1 2024 May 15, 2024	BUY	$141.07 - $155.91 $18,198 - $20,112	129 Added 0.33%	39,384 $6.14 Million
Q4 2023 Feb 14, 2024	BUY	$124.27 - $145.8 $192,742 - $226,135	1,551 Added 4.11%	39,255 $5.69 Million
Q3 2023 Nov 13, 2023	BUY	$130.77 - $144.24 $115,208 - $127,075	881 Added 2.39%	37,704 $4.94 Million
Q2 2023 Aug 11, 2023	BUY	$127.92 - $138.38 $104,766 - $113,333	819 Added 2.27%	36,823 $5.1 Million
Q1 2023 May 11, 2023	BUY	$126.74 - $147.12 $188,208 - $218,473	1,485 Added 4.3%	36,004 $4.83 Million
Q4 2022 Mar 01, 2023	BUY	$122.51 - $142.75 $7,105 - $8,279	58 Added 0.17%	34,519 $4.67 Million
Q3 2022 Nov 15, 2022	BUY	$121.77 - $145.8 $163,171 - $195,372	1,340 Added 4.05%	34,461 $4.2 Million
Q2 2022 Aug 09, 2022	BUY	$126.2 - $153.17 $21,832 - $26,498	173 Added 0.53%	33,121 $4.29 Million
Q1 2022 May 09, 2022	BUY	$140.72 - $152.6 $34,054 - $36,929	242 Added 0.74%	32,948 $4.93 Million
Q4 2021 Feb 10, 2022	BUY	$140.47 - $150.69 $144,684 - $155,210	1,030 Added 3.25%	32,706 $4.92 Million
Q3 2021 Nov 05, 2021	BUY	$135.17 - $146.62 $243,441 - $264,062	1,801 Added 6.03%	31,676 $4.42 Million
Q2 2021 Aug 09, 2021	BUY	$136.19 - $145.71 $1.26 Million - $1.35 Million	9,246 Added 44.82%	29,875 $4.2 Million
Q1 2021 May 12, 2021	SELL	$116.81 - $138.13 $1.35 Million - $1.6 Million	-11,594 Reduced 35.98%	20,629 $2.78 Million
Q4 2020 Feb 12, 2021	BUY	$100.82 - $119.56 $1.07 Million - $1.26 Million	10,578 Added 48.87%	32,223 $3.83 Million
Q3 2020 Nov 13, 2020	SELL	$93.59 - $106.12 $822,188 - $932,264	-8,785 Reduced 28.87%	21,645 $2.19 Million
Q2 2020 Aug 03, 2020	BUY	$75.66 - $107.24 $647,271 - $917,438	8,555 Added 39.11%	30,430 $2.91 Million
Q1 2020 May 12, 2020	SELL	$68.69 - $121.9 $322,224 - $571,832	-4,691 Reduced 17.66%	21,875 $1.78 Million
Q4 2019 Jan 29, 2020	BUY	$108.67 - $119.8 $98,563 - $108,658	907 Added 3.53%	26,566 $3.17 Million
Q3 2019 Nov 15, 2019	BUY	$112.16 - $114.13 $123,936 - $126,113	1,105 Added 4.5%	25,659 $2.9 Million
Q2 2019 Jul 26, 2019	BUY	N/A	962 Added 4.08%	24,554 $2.73 Million
Q1 2019 May 09, 2019	SELL	N/A	-339 Reduced 1.42%	23,592 $2.55 Million
Q4 2018 Feb 04, 2019	BUY	N/A	321 Added 1.36%	23,931 $2.28 Million
Q3 2018 Nov 05, 2018	BUY	N/A	7,392 Added 45.58%	23,610 $2.67 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-6,708 Reduced 29.26%	16,218 $1.79 Million
Q1 2018 Apr 25, 2018	BUY	N/A	828 Added 3.75%	22,926 $2.51 Million
Q4 2017 Feb 06, 2018	BUY	N/A	31 Added 0.14%	22,098 $2.47 Million
Q3 2017 Nov 08, 2017	BUY	N/A	22,067	22,067 $2.33 Million

Others Institutions Holding VOE

# of Institutions

1,194

Shares Held

71.9M

Call Options Held

25.6K

Put Options Held

1.6K

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About VANGUARD MID-CAP VALUE INDEX F

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Regal Investment Advisors LLC Vanguard Mid Cap Value Index F Transaction History