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Regal Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Regal Investment Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,930
Closed -$229K – 604
2023
Q4 		$229K Buy
+3,930
New +$227K 0.02% 483
2022
Q4 		– Sell
-4,006
Closed -$232K – 524
2022
Q3 		$232K Buy
+4,006
New +$235K 0.02% 417
2020
Q1 		– Sell
-6,122
Closed -$372K – 298
2019
Q4 		$372K Buy
6,122
+980
+19% +$59.7K 0.07% 229
2019
Q3 		$313K Buy
+5,142
New +$313K 0.06% 246
2019
Q1 		– Sell
-2,512
Closed -$151K – 393
2018
Q4 		$151K Buy
+2,512
New +$150K 0.03% 321
2018
Q2 		– Sell
-3,740
Closed -$225K – 318
2018
Q1 		$225K Buy
3,740
+34
+0.9% +$2.04K 0.05% 269
2017
Q4 		$223K Sell
3,706
-165
-4% -$9.98K 0.05% 259
2017
Q3 		$235K Buy
3,871
+357
+10% +$21.7K 0.05% 245
2017
Q2 		$214K Buy
+3,514
New +$214K 0.05% 245
2015
Q4 		– Sell
-3,537
Closed -$216K – 864
2015
Q3 		$216K Sell
3,537
-133
-4% -$8.13K 0.06% 221
2015
Q2 		$224K Sell
3,670
-158
-4% -$9.65K 0.06% 231
2015
Q1 		$234K Sell
3,828
-270
-7% -$16.5K 0.06% 232
2014
Q4 		$249K Sell
4,098
-128
-3% -$7.81K 0.07% 199
2014
Q3 		$257K Sell
4,226
-153
-3% -$9.32K 0.08% 202
2014
Q2 		$267K Sell
4,379
-674
-13% -$41.1K 0.1% 176
2014
Q1 		$308K Sell
5,053
-106
-2% -$6.46K 0.13% 154
2013
Q4 		$314K Sell
5,159
-166
-3% -$10.1K 0.18% 129
2013
Q3 		$324K Buy
+5,325
New +$324K 0.19% 129

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Regal Investment Advisors's VGSH Position: Q1 2024 in Review

Regal Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 3,930 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in VGSH in Q3 2013 and held it in 18 quarters. The position peaked at $372K in Q4 2019. 841 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

  • Regal Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,930 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $229K.
  • Regal Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2013 and held it in 18 quarters.
  • Regal Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $372K in Q4 2019.
  • 841 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.