Regal Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
5,528
+155
| +3% | +$12.3K | 0.03% | 355 |
|
|
2025
Q1 | $424K | Sell |
5,373
-1,714
| -24% | -$135K | 0.03% | 353 |
|
|
2024
Q4 | $553K | Sell |
7,087
-38
| -0.5% | -$2.96K | 0.04% | 305 |
|
|
2024
Q3 | $566K | Sell |
7,125
-1,907
| -21% | -$151K | 0.04% | 330 |
|
|
2024
Q2 | $698K | Sell |
9,032
-332
| -4% | -$25.7K | 0.05% | 305 |
|
|
2024
Q1 | $724K | Sell |
9,364
-4,065
| -30% | -$314K | 0.05% | 294 |
|
|
2023
Q4 | $1.04M | Sell |
13,429
-915
| -6% | -$70.8K | 0.08% | 221 |
|
|
2023
Q3 | $1.08M | Sell |
14,344
-3,001
| -17% | -$226K | 0.09% | 201 |
|
|
2023
Q2 | $1.31M | Sell |
17,345
-1,167
| -6% | -$88.3K | 0.11% | 184 |
|
|
2023
Q1 | $1.41M | Buy |
18,512
+8,730
| +89% | +$666K | 0.12% | 168 |
|
|
2022
Q4 | $736K | Buy |
9,782
+4,876
| +99% | +$367K | 0.07% | 221 |
|
|
2022
Q3 | $364K | Buy |
4,906
+737
| +18% | +$54.7K | 0.04% | 321 |
|
|
2022
Q2 | $318K | Sell |
4,169
-466
| -10% | -$35.5K | 0.03% | 364 |
|
|
2022
Q1 | $362K | Sell |
4,635
-343
| -7% | -$26.8K | 0.03% | 363 |
|
|
2021
Q4 | $404K | Sell |
4,978
-325
| -6% | -$26.4K | 0.04% | 365 |
|
|
2021
Q3 | $437K | Buy |
5,303
+990
| +23% | +$81.6K | 0.04% | 349 |
|
|
2021
Q2 | $357K | Buy |
+4,313
| New | +$357K | 0.04% | 377 |
|
|
2021
Q1 | – | Sell |
-6,769
| Closed | -$564K | – | 406 |
|
|
2020
Q4 | $564K | Buy |
+6,769
| New | +$564K | 0.06% | 266 |
|
|
2020
Q3 | – | Sell |
-6,491
| Closed | -$537K | – | 280 |
|
|
2020
Q2 | $537K | Buy |
+6,491
| New | +$537K | 0.1% | 174 |
|
|
2020
Q1 | – | Sell |
-5,199
| Closed | -$421K | – | 291 |
|
|
2019
Q4 | $421K | Buy |
+5,199
| New | +$421K | 0.08% | 214 |
|
|
2019
Q2 | – | Sell |
-3,474
| Closed | -$277K | – | 347 |
|
|
2019
Q1 | $277K | Sell |
3,474
-258
| -7% | -$20.6K | 0.06% | 252 |
|
|
2018
Q4 | $291K | Sell |
3,732
-20,714
| -85% | -$1.62M | 0.06% | 249 |
|
|
2018
Q3 | $1.91M | Buy |
24,446
+12,914
| +112% | +$1.01M | 0.4% | 75 |
|
|
2018
Q2 | $901K | Sell |
11,532
-1,846
| -14% | -$144K | 0.27% | 114 |
|
|
2018
Q1 | $1.05M | Buy |
13,378
+6,294
| +89% | +$494K | 0.23% | 118 |
|
|
2017
Q4 | $562K | Buy |
7,084
+365
| +5% | +$29K | 0.13% | 167 |
|
|
2017
Q3 | $538K | Buy |
+6,719
| New | +$538K | 0.13% | 170 |
|
|
2017
Q2 | – | Sell |
-2,714
| Closed | -$216K | – | 277 |
|
|
2017
Q1 | $216K | Buy |
+2,714
| New | +$216K | 0.06% | 244 |
|
|
2015
Q4 | – | Sell |
-2,081
| Closed | -$165K | – | 857 |
|
|
2015
Q3 | $165K | Sell |
2,081
-2,737
| -57% | -$217K | 0.04% | 269 |
|
|
2015
Q2 | $383K | Sell |
4,818
-316
| -6% | -$25.1K | 0.1% | 175 |
|
|
2015
Q1 | $412K | Sell |
5,134
-194
| -4% | -$15.6K | 0.1% | 169 |
|
|
2014
Q4 | $424K | Buy |
5,328
+7
| +0.1% | +$557 | 0.11% | 158 |
|
|
2014
Q3 | $425K | Buy |
5,321
+464
| +10% | +$37.1K | 0.13% | 155 |
|
|
2014
Q2 | $390K | Sell |
4,857
-933
| -16% | -$74.9K | 0.14% | 149 |
|
|
2014
Q1 | $463K | Buy |
5,790
+1,907
| +49% | +$152K | 0.2% | 125 |
|
|
2013
Q4 | $310K | Buy |
3,883
+2,079
| +115% | +$166K | 0.18% | 130 |
|
|
2013
Q3 | $144K | Sell |
1,804
-239
| -12% | -$19.1K | 0.08% | 202 |
|
|
2013
Q2 | $162K | Buy |
+2,043
| New | +$162K | 0.09% | 175 |
|