Regal Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
9,792
+873
| +10% | +$64.3K | 0.05% | 287 |
|
|
2025
Q1 | $655K | Sell |
8,919
-52
| -0.6% | -$3.82K | 0.05% | 278 |
|
|
2024
Q4 | $645K | Buy |
8,971
+2,049
| +30% | +$147K | 0.05% | 286 |
|
|
2024
Q3 | $520K | Buy |
6,922
+2,660
| +62% | +$200K | 0.04% | 350 |
|
|
2024
Q2 | $307K | Sell |
4,262
-781
| -15% | -$56.3K | 0.02% | 454 |
|
|
2024
Q1 | $366K | Buy |
5,043
+29
| +0.6% | +$2.11K | 0.03% | 419 |
|
|
2023
Q4 | $369K | Sell |
5,014
-79
| -2% | -$5.81K | 0.03% | 378 |
|
|
2023
Q3 | $355K | Sell |
5,093
-12
| -0.2% | -$837 | 0.03% | 354 |
|
|
2023
Q2 | $371K | Sell |
5,105
-710
| -12% | -$51.6K | 0.03% | 349 |
|
|
2023
Q1 | $429K | Sell |
5,815
-333
| -5% | -$24.6K | 0.04% | 309 |
|
|
2022
Q4 | $442K | Sell |
6,148
-1,351
| -18% | -$97.1K | 0.04% | 297 |
|
|
2022
Q3 | $535K | Buy |
7,499
+115
| +2% | +$8.2K | 0.06% | 252 |
|
|
2022
Q2 | $556K | Sell |
7,384
-6,143
| -45% | -$463K | 0.06% | 265 |
|
|
2022
Q1 | $1.08M | Sell |
13,527
-62,608
| -82% | -$4.98M | 0.1% | 208 |
|
|
2021
Q4 | $6.45M | Buy |
76,135
+3,195
| +4% | +$271K | 0.57% | 38 |
|
|
2021
Q3 | $6.23M | Buy |
72,940
+1,475
| +2% | +$126K | 0.6% | 35 |
|
|
2021
Q2 | $6.14M | Buy |
+71,465
| New | +$6.14M | 0.62% | 34 |
|
|
2021
Q1 | – | Sell |
-91,579
| Closed | -$8.08M | – | 65 |
|
|
2020
Q4 | $8.08M | Buy |
+91,579
| New | +$8.08M | 0.91% | 25 |
|
|
2020
Q3 | – | Sell |
-55,691
| Closed | -$4.92M | – | 37 |
|
|
2020
Q2 | $4.92M | Buy |
+55,691
| New | +$4.92M | 0.9% | 27 |
|
|
2020
Q1 | – | Sell |
-3,525
| Closed | -$296K | – | 53 |
|
|
2019
Q4 | $296K | Buy |
3,525
+168
| +5% | +$14.1K | 0.05% | 260 |
|
|
2019
Q3 | $283K | Buy |
+3,357
| New | +$283K | 0.06% | 253 |
|
|
2019
Q1 | – | Sell |
-2,833
| Closed | -$224K | – | 324 |
|
|
2018
Q4 | $224K | Buy |
+2,833
| New | +$224K | 0.05% | 290 |
|
|
2018
Q2 | – | Sell |
-2,601
| Closed | -$208K | – | 262 |
|
|
2018
Q1 | $208K | Buy |
+2,601
| New | +$208K | 0.05% | 292 |
|
|
2016
Q2 | – | Sell |
-5,021
| Closed | -$416K | – | 247 |
|
|
2016
Q1 | $416K | Buy |
+5,021
| New | +$416K | 0.11% | 164 |
|
|
2015
Q4 | – | Sell |
-974
| Closed | -$79K | – | 341 |
|
|
2015
Q3 | $79K | Buy |
974
+345
| +55% | +$28K | 0.02% | 381 |
|
|
2015
Q2 | $51K | Sell |
629
-225
| -26% | -$18.2K | 0.01% | 417 |
|
|
2015
Q1 | $71K | Buy |
+854
| New | +$71K | 0.02% | 391 |
|
|
2013
Q4 | – | Sell |
-20,132
| Closed | -$1.63M | – | 833 |
|
|
2013
Q3 | $1.63M | Buy |
20,132
+14,915
| +286% | +$1.21M | 0.95% | 20 |
|
|
2013
Q2 | $422K | Buy |
+5,217
| New | +$422K | 0.23% | 113 |
|