Regal Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Regal Investment Advisors LLC holds 15,863 shares of VYM stock, worth $2.02 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,863

Previous 15,922 0.37%

Holding current value

$2.02 Million

Previous $2.04 Million 0.88%

% of portfolio

0.16%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$126.68 - $134.74 $7,474 - $7,949	-59 Reduced 0.37%	15,863 $2.02 Million
Q3 2024 Nov 12, 2024	SELL	$117.9 - $128.2 $124,266 - $135,122	-1,054 Reduced 6.21%	15,922 $2.04 Million
Q2 2024 Aug 14, 2024	SELL	$114.71 - $121.51 $144,305 - $152,859	-1,258 Reduced 6.9%	16,976 $2.01 Million
Q1 2024 May 15, 2024	BUY	$109.98 - $120.99 $192,135 - $211,369	1,747 Added 10.6%	18,234 $2.21 Million
Q4 2023 Feb 14, 2024	SELL	$98.71 - $111.84 $262,568 - $297,494	-2,660 Reduced 13.89%	16,487 $1.84 Million
Q3 2023 Nov 13, 2023	SELL	$103.32 - $110.34 $131,113 - $140,021	-1,269 Reduced 6.22%	19,147 $1.98 Million
Q2 2023 Aug 11, 2023	SELL	$101.36 - $107.68 $7.36 Million - $7.82 Million	-72,597 Reduced 78.05%	20,416 $2.17 Million
Q1 2023 May 11, 2023	BUY	$100.82 - $111.44 $38,815 - $42,904	385 Added 0.42%	93,013 $9.81 Million
Q4 2022 Mar 01, 2023	SELL	$96.14 - $113.15 $110,657 - $130,235	-1,151 Reduced 1.23%	92,628 $10 Million
Q3 2022 Nov 15, 2022	SELL	$94.88 - $110.28 $2 Million - $2.32 Million	-21,075 Reduced 18.35%	93,779 $8.9 Million
Q2 2022 Aug 09, 2022	BUY	$99.2 - $114.57 $212,188 - $245,065	2,139 Added 1.9%	114,854 $11.7 Million
Q1 2022 May 09, 2022	BUY	$107.24 - $115.01 $4.69 Million - $5.03 Million	43,757 Added 63.45%	112,715 $12.7 Million
Q4 2021 Feb 10, 2022	BUY	$104.33 - $112.16 $1.93 Million - $2.07 Million	18,499 Added 36.66%	68,958 $7.73 Million
Q3 2021 Nov 05, 2021	BUY	$102.3 - $108.36 $1.1 Million - $1.17 Million	10,788 Added 27.19%	50,459 $5.22 Million
Q2 2021 Aug 09, 2021	BUY	$101.6 - $107.95 $4.03 Million - $4.28 Million	39,671 New	39,671 $4.16 Million
Q1 2021 May 12, 2021	SELL	$90.4 - $101.83 $3.61 Million - $4.06 Million	-39,912 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$78.88 - $92.1 $3.15 Million - $3.68 Million	39,912 New	39,912 $3.65 Million
Q3 2020 Nov 13, 2020	SELL	$77.57 - $85.18 $2.07 Million - $2.27 Million	-26,686 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$67.79 - $86.78 $1.81 Million - $2.32 Million	26,686 New	26,686 $2.1 Million
Q1 2020 May 12, 2020	SELL	$60.97 - $94.78 $1.29 Million - $2.01 Million	-21,177 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$85.84 - $94.47 $171,422 - $188,656	-1,997 Reduced 8.62%	21,177 $1.99 Million
Q3 2019 Nov 15, 2019	SELL	$88.2 - $89.75 $197,303 - $200,770	-2,237 Reduced 8.8%	23,174 $2.06 Million
Q2 2019 Jul 26, 2019	BUY	N/A	13,333 Added 110.39%	25,411 $2.22 Million
Q1 2019 May 09, 2019	BUY	N/A	2,095 Added 20.99%	12,078 $1.04 Million
Q4 2018 Feb 04, 2019	BUY	N/A	6,440 Added 181.77%	9,983 $779,000
Q3 2018 Nov 05, 2018	SELL	N/A	-2,772 Reduced 43.9%	3,543 $309,000
Q2 2018 Aug 10, 2018	SELL	N/A	-2,418 Reduced 27.69%	6,315 $524,000
Q1 2018 Apr 25, 2018	SELL	N/A	-16,952 Reduced 66.0%	8,733 $720,000
Q4 2017 Feb 06, 2018	SELL	N/A	-3,346 Reduced 11.53%	25,685 $2.2 Million
Q3 2017 Nov 08, 2017	BUY	N/A	29,031	29,031 $2.35 Million

Others Institutions Holding VYM

# of Institutions

1,960

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

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Regal Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History