Regal Investment Advisors LLC Vanguard Mid Cap Growth Index Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Regal Investment Advisors LLC holds 26,182 shares of VOT stock, worth $6.8 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

26,182

Previous 26,109 0.28%

Holding current value

$6.8 Million

Previous $6.36 Million 4.52%

% of portfolio

0.51%

Previous 0.46%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$241.48 - $274.89 $17,628 - $20,066	73 Added 0.28%	26,182 $6.64 Million
Q3 2024 Nov 12, 2024	BUY	$218.05 - $243.47 $121,889 - $136,099	559 Added 2.19%	26,109 $6.36 Million
Q2 2024 Aug 14, 2024	BUY	$218.75 - $234.97 $44,625 - $47,933	204 Added 0.8%	25,550 $5.87 Million
Q1 2024 May 15, 2024	SELL	$212.21 - $235.79 $64,724 - $71,915	-305 Reduced 1.19%	25,346 $5.98 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $86,108 - $105,291	476 Added 1.89%	25,651 $5.63 Million
Q3 2023 Nov 13, 2023	SELL	$191.65 - $213.93 $306,256 - $341,860	-1,598 Reduced 5.97%	25,175 $4.9 Million
Q2 2023 Aug 11, 2023	SELL	$186.22 - $205.77 $97,951 - $108,235	-526 Reduced 1.93%	26,773 $5.51 Million
Q1 2023 May 11, 2023	BUY	$177.43 - $203.61 $152,589 - $175,104	860 Added 3.25%	27,299 $5.32 Million
Q4 2022 Mar 01, 2023	BUY	$165.84 - $193.83 $45,108 - $52,721	272 Added 1.04%	26,439 $4.75 Million
Q3 2022 Nov 15, 2022	BUY	$170.12 - $208.72 $31,472 - $38,613	185 Added 0.71%	26,167 $4.46 Million
Q2 2022 Aug 09, 2022	BUY	$167.96 - $227.2 $523,363 - $707,955	3,116 Added 13.63%	25,982 $4.56 Million
Q1 2022 May 09, 2022	BUY	$199.76 - $251.37 $185,377 - $233,271	928 Added 4.23%	22,866 $5.1 Million
Q4 2021 Feb 10, 2022	BUY	$234.3 - $265.79 $79,896 - $90,634	341 Added 1.58%	21,938 $5.59 Million
Q3 2021 Nov 05, 2021	BUY	$230.42 - $251.05 $144,473 - $157,408	627 Added 2.99%	21,597 $5.1 Million
Q2 2021 Aug 09, 2021	BUY	$210.91 - $237.31 $1.39 Million - $1.57 Million	6,602 Added 45.95%	20,970 $4.96 Million
Q1 2021 May 12, 2021	SELL	$204.75 - $230.34 $1.29 Million - $1.46 Million	-6,321 Reduced 30.55%	14,368 $3.08 Million
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $1.04 Million - $1.26 Million	5,836 Added 39.29%	20,689 $4.39 Million
Q3 2020 Nov 13, 2020	SELL	$166.29 - $188.98 $1.05 Million - $1.19 Million	-6,293 Reduced 29.76%	14,853 $2.68 Million
Q2 2020 Aug 03, 2020	BUY	$120.77 - $169.89 $772,082 - $1.09 Million	6,393 Added 43.33%	21,146 $3.49 Million
Q1 2020 May 12, 2020	SELL	$108.51 - $170.49 $616,770 - $969,065	-5,684 Reduced 27.81%	14,753 $1.87 Million
Q4 2019 Jan 29, 2020	BUY	$144.1 - $159.03 $102,743 - $113,388	713 Added 3.61%	20,437 $3.25 Million
Q3 2019 Nov 15, 2019	BUY	$147.12 - $150.91 $87,095 - $89,338	592 Added 3.09%	19,724 $2.92 Million
Q2 2019 Jul 26, 2019	BUY	N/A	185 Added 0.98%	19,132 $2.86 Million
Q1 2019 May 09, 2019	SELL	N/A	-591 Reduced 3.02%	18,947 $2.71 Million
Q4 2018 Feb 04, 2019	BUY	N/A	786 Added 4.19%	19,538 $2.34 Million
Q3 2018 Nov 05, 2018	BUY	N/A	5,037 Added 36.73%	18,752 $2.67 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-4,586 Reduced 25.06%	13,715 $1.84 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-7 Reduced 0.04%	18,301 $2.37 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-301 Reduced 1.62%	18,308 $2.34 Million
Q3 2017 Nov 08, 2017	BUY	N/A	18,609	18,609 $2.27 Million

Others Institutions Holding VOT

# of Institutions

1,054

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Regal Investment Advisors LLC Vanguard Mid Cap Growth Index Transaction History