Regal Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
20,665
-237
| -1% | -$11.9K | 0.08% | 227 |
|
|
2025
Q1 | $1.04M | Buy |
20,902
+13,812
| +195% | +$689K | 0.08% | 214 |
|
|
2024
Q4 | $343K | Buy |
+7,090
| New | +$343K | 0.03% | 384 |
|
|
2024
Q3 | – | Sell |
-4,808
| Closed | -$233K | – | 581 |
|
|
2024
Q2 | $233K | Sell |
4,808
-23
| -0.5% | -$1.12K | 0.02% | 506 |
|
|
2024
Q1 | $231K | Buy |
4,831
+131
| +3% | +$6.27K | 0.02% | 516 |
|
|
2023
Q4 | $223K | Buy |
4,700
+364
| +8% | +$17.3K | 0.02% | 488 |
|
|
2023
Q3 | $205K | Sell |
4,336
-775
| -15% | -$36.6K | 0.02% | 465 |
|
|
2023
Q2 | $242K | Sell |
5,111
-314
| -6% | -$14.9K | 0.02% | 440 |
|
|
2023
Q1 | $259K | Sell |
5,425
-925
| -15% | -$44.2K | 0.02% | 428 |
|
|
2022
Q4 | $297K | Sell |
6,350
-17,168
| -73% | -$802K | 0.03% | 379 |
|
|
2022
Q3 | $1.13M | Sell |
23,518
-9,845
| -30% | -$473K | 0.12% | 166 |
|
|
2022
Q2 | $1.67M | Buy |
33,363
+8,512
| +34% | +$427K | 0.17% | 127 |
|
|
2022
Q1 | $1.27M | Buy |
24,851
+385
| +2% | +$19.7K | 0.12% | 175 |
|
|
2021
Q4 | $1.26M | Buy |
24,466
+1,909
| +8% | +$98.2K | 0.11% | 199 |
|
|
2021
Q3 | $1.19M | Buy |
22,557
+2,080
| +10% | +$109K | 0.12% | 192 |
|
|
2021
Q2 | $1.07M | Buy |
+20,477
| New | +$1.07M | 0.11% | 200 |
|
|
2021
Q1 | – | Sell |
-12,288
| Closed | -$628K | – | 422 |
|
|
2020
Q4 | $628K | Buy |
+12,288
| New | +$628K | 0.07% | 249 |
|
|
2020
Q3 | – | Sell |
-10,696
| Closed | -$537K | – | 294 |
|
|
2020
Q2 | $537K | Buy |
+10,696
| New | +$537K | 0.1% | 175 |
|
|
2020
Q1 | – | Sell |
-26,974
| Closed | -$1.33M | – | 303 |
|
|
2019
Q4 | $1.33M | Buy |
26,974
+3,961
| +17% | +$195K | 0.24% | 119 |
|
|
2019
Q3 | $1.13M | Buy |
23,013
+765
| +3% | +$37.5K | 0.22% | 127 |
|
|
2019
Q2 | $1.1M | Buy |
22,248
+713
| +3% | +$35.2K | 0.21% | 128 |
|
|
2019
Q1 | $1.05M | Sell |
21,535
-462
| -2% | -$22.5K | 0.21% | 125 |
|
|
2018
Q4 | $1.05M | Sell |
21,997
-2,211
| -9% | -$106K | 0.23% | 121 |
|
|
2018
Q3 | $1.17M | Buy |
24,208
+9,831
| +68% | +$476K | 0.25% | 120 |
|
|
2018
Q2 | $702K | Sell |
14,377
-12,507
| -47% | -$611K | 0.21% | 135 |
|
|
2018
Q1 | $1.32M | Buy |
26,884
+3,526
| +15% | +$172K | 0.29% | 107 |
|
|
2017
Q4 | $1.14M | Buy |
23,358
+2,339
| +11% | +$114K | 0.25% | 111 |
|
|
2017
Q3 | $1.04M | Buy |
21,019
+1,173
| +6% | +$58K | 0.24% | 116 |
|
|
2017
Q2 | $977K | Buy |
19,846
+2,701
| +16% | +$133K | 0.24% | 115 |
|
|
2017
Q1 | $848K | Sell |
17,145
-3,395
| -17% | -$168K | 0.22% | 120 |
|
|
2016
Q4 | $1.01M | Sell |
20,540
-1,211
| -6% | -$59.5K | 0.28% | 107 |
|
|
2016
Q3 | $1.08M | Buy |
21,751
+532
| +3% | +$26.4K | 0.31% | 98 |
|
|
2016
Q2 | $1.05M | Sell |
21,219
-2,580
| -11% | -$128K | 0.29% | 103 |
|
|
2016
Q1 | $1.17M | Sell |
23,799
-319
| -1% | -$15.7K | 0.32% | 90 |
|
|
2015
Q4 | $1.17M | Sell |
24,118
-3,761
| -13% | -$182K | 0.3% | 95 |
|
|
2015
Q3 | $1.35M | Sell |
27,879
-868
| -3% | -$42K | 0.35% | 86 |
|
|
2015
Q2 | $1.4M | Sell |
28,747
-1,165
| -4% | -$56.7K | 0.38% | 85 |
|
|
2015
Q1 | $1.45M | Sell |
29,912
-15,558
| -34% | -$754K | 0.36% | 85 |
|
|
2014
Q4 | $2.19M | Sell |
45,470
-1,472
| -3% | -$71K | 0.59% | 60 |
|
|
2014
Q3 | $2.32M | Sell |
46,942
-504
| -1% | -$24.9K | 0.7% | 48 |
|
|
2014
Q2 | $2.38M | Sell |
47,446
-3,070
| -6% | -$154K | 0.85% | 31 |
|
|
2014
Q1 | $2.49M | Buy |
50,516
+1,781
| +4% | +$87.9K | 1.06% | 16 |
|
|
2013
Q4 | $2.4M | Sell |
48,735
-1,004
| -2% | -$49.5K | 1.38% | 9 |
|
|
2013
Q3 | $2.46M | Buy |
49,739
+49,709
| +165,697% | +$2.46M | 1.44% | 6 |
|
|
2013
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 861 |
|