Regal Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,727
| Closed | -$355K | – | 474 |
|
|
2024
Q3 | $355K | Buy |
+4,727
| New | +$355K | 0.02% | 411 |
|
|
2015
Q4 | – | Sell |
-1,033
| Closed | -$92K | – | 335 |
|
|
2015
Q3 | $92K | Buy |
1,033
+888
| +612% | +$79.1K | 0.02% | 351 |
|
|
2015
Q2 | $12K | Sell |
145
-86
| -37% | -$7.12K | ﹤0.01% | 626 |
|
|
2015
Q1 | $22K | Buy |
231
+100
| +76% | +$9.52K | 0.01% | 547 |
|
|
2014
Q4 | $12K | Hold |
131
| – | – | ﹤0.01% | 616 |
|
|
2014
Q3 | $12K | Hold |
131
| – | – | ﹤0.01% | 649 |
|
|
2014
Q2 | $12K | Hold |
131
| – | – | ﹤0.01% | 633 |
|
|
2014
Q1 | $11K | Hold |
131
| – | – | ﹤0.01% | 619 |
|
|
2013
Q4 | $11K | Hold |
131
| – | – | 0.01% | 568 |
|
|
2013
Q3 | $11K | Hold |
131
| – | – | 0.01% | 577 |
|
|
2013
Q2 | $11K | Buy |
+131
| New | +$11K | 0.01% | 562 |
|