Regal Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
5,454
+458
| +9% | +$27.4K | 0.02% | 410 |
|
|
2025
Q1 | $297K | Buy |
+4,996
| New | +$297K | 0.02% | 403 |
|
|
2024
Q2 | – | Sell |
-3,511
| Closed | -$206K | – | 605 |
|
|
2024
Q1 | $206K | Buy |
3,511
+91
| +3% | +$5.33K | 0.01% | 546 |
|
|
2023
Q4 | $203K | Buy |
+3,420
| New | +$203K | 0.02% | 513 |
|
|
2023
Q3 | – | Sell |
-3,449
| Closed | -$202K | – | 536 |
|
|
2023
Q2 | $202K | Sell |
3,449
-75
| -2% | -$4.4K | 0.02% | 478 |
|
|
2023
Q1 | $211K | Buy |
+3,524
| New | +$211K | 0.02% | 471 |
|
|
2022
Q4 | – | Sell |
-3,583
| Closed | -$209K | – | 518 |
|
|
2022
Q3 | $209K | Buy |
3,583
+217
| +6% | +$12.7K | 0.02% | 436 |
|
|
2022
Q2 | $206K | Sell |
3,366
-159
| -5% | -$9.73K | 0.02% | 457 |
|
|
2022
Q1 | $222K | Sell |
3,525
-67
| -2% | -$4.22K | 0.02% | 480 |
|
|
2021
Q4 | $239K | Buy |
3,592
+283
| +9% | +$18.8K | 0.02% | 484 |
|
|
2021
Q3 | $224K | Buy |
3,309
+302
| +10% | +$20.4K | 0.02% | 487 |
|
|
2021
Q2 | $204K | Buy |
+3,007
| New | +$204K | 0.02% | 513 |
|
|
2015
Q4 | – | Sell |
-204
| Closed | -$13K | – | 861 |
|
|
2015
Q3 | $13K | Sell |
204
-1,500
| -88% | -$95.6K | ﹤0.01% | 643 |
|
|
2015
Q2 | $109K | Sell |
1,704
-31
| -2% | -$1.98K | 0.03% | 326 |
|
|
2015
Q1 | $114K | Sell |
1,735
-1
| -0.1% | -$66 | 0.03% | 321 |
|
|
2014
Q4 | $112K | Hold |
1,736
| – | – | 0.03% | 290 |
|
|
2014
Q3 | $111K | Sell |
1,736
-170
| -9% | -$10.9K | 0.03% | 291 |
|
|
2014
Q2 | $122K | Sell |
1,906
-1,420
| -43% | -$90.9K | 0.04% | 256 |
|
|
2014
Q1 | $211K | Buy |
3,326
+565
| +20% | +$35.8K | 0.09% | 176 |
|
|
2013
Q4 | $173K | Buy |
2,761
+1,327
| +93% | +$83.1K | 0.1% | 161 |
|
|
2013
Q3 | $91K | Buy |
1,434
+185
| +15% | +$11.7K | 0.05% | 244 |
|
|
2013
Q2 | $80K | Buy |
+1,249
| New | +$80K | 0.04% | 252 |
|