RIA
Regal Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
72,982
+362
| +0.5% | +$27.5K | 0.42% | 65 |
|
|
2025
Q1 | $5.51M | Buy |
72,620
+43,963
| +153% | +$3.34M | 0.45% | 59 |
|
|
2024
Q4 | $2.14M | Buy |
28,657
+2,263
| +9% | +$169K | 0.16% | 149 |
|
|
2024
Q3 | $2.14M | Sell |
26,394
-226
| -0.8% | -$18.4K | 0.15% | 167 |
|
|
2024
Q2 | $2.02M | Sell |
26,620
-4,708
| -15% | -$357K | 0.13% | 169 |
|
|
2024
Q1 | $2.45M | Sell |
31,328
-17,617
| -36% | -$1.38M | 0.17% | 150 |
|
|
2023
Q4 | $3.92M | Sell |
48,945
-46,496
| -49% | -$3.73M | 0.3% | 99 |
|
|
2023
Q3 | $6.84M | Sell |
95,441
-22,266
| -19% | -$1.59M | 0.58% | 41 |
|
|
2023
Q2 | $9.24M | Buy |
117,707
+50,159
| +74% | +$3.94M | 0.77% | 28 |
|
|
2023
Q1 | $5.38M | Buy |
67,548
+978
| +1% | +$78K | 0.48% | 60 |
|
|
2022
Q4 | $5.04M | Buy |
66,570
+35,421
| +114% | +$2.68M | 0.49% | 57 |
|
|
2022
Q3 | $2.28M | Buy |
+31,149
| New | +$2.28M | 0.24% | 109 |
|
|
2020
Q3 | – | Sell |
-16,796
| Closed | -$1.79M | – | 279 |
|
|
2020
Q2 | $1.79M | Buy |
+16,796
| New | +$1.79M | 0.33% | 75 |
|