RIA
Regal Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Sell |
79,224
-17
| -0% | -$1.34K | 0.47% | 58 |
|
|
2025
Q1 | $6.2M | Sell |
79,241
-226
| -0.3% | -$17.7K | 0.5% | 51 |
|
|
2024
Q4 | $6.14M | Buy |
79,467
+612
| +0.8% | +$47.3K | 0.46% | 58 |
|
|
2024
Q3 | $6.21M | Buy |
78,855
+1,071
| +1% | +$84.3K | 0.43% | 61 |
|
|
2024
Q2 | $5.97M | Sell |
77,784
-2,955
| -4% | -$227K | 0.39% | 69 |
|
|
2024
Q1 | $6.19M | Sell |
80,739
-5,070
| -6% | -$389K | 0.42% | 64 |
|
|
2023
Q4 | $6.61M | Sell |
85,809
-667
| -0.8% | -$51.4K | 0.5% | 54 |
|
|
2023
Q3 | $6.5M | Buy |
86,476
+239
| +0.3% | +$18K | 0.55% | 44 |
|
|
2023
Q2 | $6.52M | Sell |
86,237
-18
| -0% | -$1.36K | 0.55% | 48 |
|
|
2023
Q1 | $6.6M | Buy |
86,255
+3,181
| +4% | +$243K | 0.58% | 46 |
|
|
2022
Q4 | $6.25M | Buy |
83,074
+18,564
| +29% | +$1.4M | 0.61% | 44 |
|
|
2022
Q3 | $4.83M | Sell |
64,510
-3,591
| -5% | -$269K | 0.51% | 55 |
|
|
2022
Q2 | $5.23M | Sell |
68,101
-140
| -0.2% | -$10.8K | 0.54% | 51 |
|
|
2022
Q1 | $5.32M | Sell |
68,241
-2,818
| -4% | -$220K | 0.49% | 54 |
|
|
2021
Q4 | $5.74M | Buy |
71,059
+4,152
| +6% | +$336K | 0.51% | 47 |
|
|
2021
Q3 | $5.48M | Buy |
66,907
+2,303
| +4% | +$189K | 0.53% | 44 |
|
|
2021
Q2 | $5.31M | Buy |
64,604
+14,192
| +28% | +$1.17M | 0.53% | 46 |
|
|
2021
Q1 | $4.14M | Sell |
50,412
-11,623
| -19% | -$955K | 4.2% | 8 |
|
|
2020
Q4 | $5.14M | Buy |
62,035
+14,561
| +31% | +$1.21M | 0.58% | 41 |
|
|
2020
Q3 | $3.94M | Sell |
47,474
-9,977
| -17% | -$829K | 4.66% | 7 |
|
|
2020
Q2 | $4.78M | Buy |
57,451
+16,563
| +41% | +$1.38M | 0.88% | 28 |
|
|
2020
Q1 | $3.36M | Sell |
40,888
-18,945
| -32% | -$1.56M | 4.94% | 7 |
|
|
2019
Q4 | $4.82M | Buy |
59,833
+1,292
| +2% | +$104K | 0.87% | 25 |
|
|
2019
Q3 | $4.73M | Sell |
58,541
-8,431
| -13% | -$681K | 0.92% | 24 |
|
|
2019
Q2 | $5.39M | Buy |
66,972
+255
| +0.4% | +$20.5K | 1.05% | 22 |
|
|
2019
Q1 | $5.31M | Buy |
66,717
+757
| +1% | +$60.3K | 1.08% | 20 |
|
|
2018
Q4 | $5.18M | Sell |
65,960
-4,677
| -7% | -$368K | 1.14% | 19 |
|
|
2018
Q3 | $5.51M | Buy |
70,637
+26,657
| +61% | +$2.08M | 1.16% | 21 |
|
|
2018
Q2 | $3.44M | Sell |
43,980
-19,180
| -30% | -$1.5M | 1.04% | 22 |
|
|
2018
Q1 | $4.95M | Buy |
63,160
+90
| +0.1% | +$7.06K | 1.09% | 23 |
|
|
2017
Q4 | $4.99M | Buy |
63,070
+6,163
| +11% | +$488K | 1.11% | 22 |
|
|
2017
Q3 | $4.54M | Buy |
56,907
+1,162
| +2% | +$92.7K | 1.06% | 25 |
|
|
2017
Q2 | $4.45M | Buy |
55,745
+910
| +2% | +$72.7K | 1.1% | 22 |
|
|
2017
Q1 | $4.37M | Buy |
54,835
+11,601
| +27% | +$925K | 1.14% | 20 |
|
|
2016
Q4 | $3.44M | Buy |
43,234
+7,520
| +21% | +$597K | 0.95% | 28 |
|
|
2016
Q3 | $2.89M | Buy |
35,714
+1,305
| +4% | +$105K | 0.82% | 42 |
|
|
2016
Q2 | $2.79M | Buy |
34,409
+2,322
| +7% | +$188K | 0.77% | 50 |
|
|
2016
Q1 | $2.59M | Sell |
32,087
-5,106
| -14% | -$412K | 0.7% | 60 |
|
|
2015
Q4 | $2.96M | Buy |
37,193
+5,761
| +18% | +$458K | 0.77% | 50 |
|
|
2015
Q3 | $2.53M | Buy |
31,432
+4,259
| +16% | +$342K | 0.66% | 55 |
|
|
2015
Q2 | $2.18M | Buy |
27,173
+2,673
| +11% | +$214K | 0.59% | 63 |
|
|
2015
Q1 | $1.97M | Sell |
24,500
-1,432
| -6% | -$115K | 0.49% | 75 |
|
|
2014
Q4 | $2.07M | Sell |
25,932
-833
| -3% | -$66.6K | 0.56% | 65 |
|
|
2014
Q3 | $2.14M | Sell |
26,765
-1,156
| -4% | -$92.6K | 0.65% | 54 |
|
|
2014
Q2 | $2.24M | Sell |
27,921
-30
| -0.1% | -$2.41K | 0.8% | 41 |
|
|
2014
Q1 | $2.24M | Buy |
27,951
+309
| +1% | +$24.8K | 0.95% | 24 |
|
|
2013
Q4 | $2.21M | Buy |
27,642
+2,853
| +12% | +$228K | 1.26% | 10 |
|
|
2013
Q3 | $1.99M | Buy |
24,789
+22,845
| +1,175% | +$1.84M | 1.16% | 10 |
|
|
2013
Q2 | $156K | Buy |
+1,944
| New | +$156K | 0.09% | 180 |
|