Regal Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
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 | – | 396 |
|
|
2018
Q4 | $151K | Buy |
+2,512
| New | +$150K | 0.03% | 321 |
|
|
2018
Q2 | – | Sell |
-3,740
| Closed | -$225K | – | 319 |
|
|
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
OWM
MERSOM
