Regal Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 14,605 shares of VOO stock, worth $8.06 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

14,605

Previous 18,734 22.04%

Holding current value

$8.06 Million

Previous $9.89 Million 20.39%

% of portfolio

0.6%

Previous 0.71%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $2.15 Million - $2.31 Million	-4,129 Reduced 22.04%	14,605 $7.87 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $4.45 Million - $4.95 Million	-9,371 Reduced 33.34%	18,734 $9.89 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $289,443 - $320,722	636 Added 2.32%	28,105 $14.1 Million
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $330,661 - $370,639	770 Added 2.88%	27,469 $13.2 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $1.11 Million - $1.29 Million	-2,948 Reduced 9.94%	26,699 $11.7 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $510,902 - $547,304	-1,301 Reduced 4.2%	29,647 $11.6 Million
Q2 2023 Aug 11, 2023	BUY	$371.44 - $407.28 $98,060 - $107,521	264 Added 0.86%	30,948 $12.6 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $1.74 Million - $1.91 Million	4,985 Added 19.4%	30,684 $11.5 Million
Q4 2022 Mar 01, 2023	BUY	$327.64 - $374.54 $1.66 Million - $1.9 Million	5,062 Added 24.53%	25,699 $9.03 Million
Q3 2022 Nov 15, 2022	BUY	$328.3 - $395.04 $2.83 Million - $3.41 Million	8,624 Added 71.79%	20,637 $6.78 Million
Q2 2022 Aug 09, 2022	BUY	$337.07 - $419.85 $561,221 - $699,050	1,665 Added 16.09%	12,013 $4.17 Million
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $507,460 - $582,445	-1,326 Reduced 11.36%	10,348 $4.3 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $370,163 - $412,230	939 Added 8.75%	11,674 $5.1 Million
Q3 2021 Nov 05, 2021	BUY	$390.68 - $416.73 $24,612 - $26,253	63 Added 0.59%	10,735 $4.23 Million
Q2 2021 Aug 09, 2021	BUY	$368.16 - $394.32 $3.93 Million - $4.21 Million	10,672 New	10,672 $4.2 Million
Q1 2021 May 12, 2021	SELL	$339.03 - $365.24 $2.59 Million - $2.79 Million	-7,639 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $2.29 Million - $2.63 Million	7,639 New	7,639 $2.63 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $1.1 Million - $1.27 Million	-3,867 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$226.15 - $297.17 $874,522 - $1.15 Million	3,867 New	3,867 $1.1 Million
Q1 2020 May 12, 2020	SELL	$204.27 - $310.92 $145,848 - $221,996	-714 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$264.57 - $296.67 $188,902 - $211,822	714 New	714 $211,000
Q3 2019 Nov 15, 2019	SELL	$260.57 - $277.38 $612,600 - $652,120	-2,351 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$252.12 - $271.73 $15,127 - $16,303	-60 Reduced 2.49%	2,351 $633,000
Q1 2019 May 09, 2019	BUY	$224.5 - $261.43 $7,408 - $8,627	33 Added 1.39%	2,411 $626,000
Q4 2018 Feb 04, 2019	BUY	$215.07 - $268.24 $175,497 - $218,883	816 Added 52.24%	2,378 $546,000
Q3 2018 Nov 05, 2018	BUY	$248.79 - $269.75 $388,609 - $421,349	1,562 New	1,562 $417,000

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Regal Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History