Regal Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $962K | Buy |
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|
2019
Q3 | $871K | Buy |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $461K | Sell |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $495K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $570K | Buy |
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|
2017
Q4 | $554K | Sell |
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|
2017
Q3 | $644K | Buy |
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|
2017
Q2 | $528K | Buy |
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|
2017
Q1 | $437K | Buy |
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|
2016
Q4 | $413K | Sell |
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|
2016
Q3 | $439K | Buy |
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|
2016
Q2 | $412K | Sell |
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|
2016
Q1 | $476K | Sell |
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|
2015
Q4 | $604K | Sell |
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|
2015
Q3 | $627K | Buy |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $608K | Sell |
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|
2014
Q4 | $656K | Sell |
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|
2014
Q3 | $689K | Sell |
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|
2014
Q2 | $715K | Sell |
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|
2014
Q1 | $808K | Buy |
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|
2013
Q4 | $788K | Sell |
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|
2013
Q3 | $874K | Buy |
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