Regal Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
5,592
-10
| -0.2% | -$499 | 0.02% | 440 |
|
|
2025
Q1 | $279K | Buy |
+5,602
| New | +$279K | 0.02% | 416 |
|
|
2024
Q2 | – | Sell |
-5,682
| Closed | -$282K | – | 606 |
|
|
2024
Q1 | $282K | Sell |
5,682
-3,593
| -39% | -$178K | 0.02% | 474 |
|
|
2023
Q4 | $459K | Sell |
9,275
-589
| -6% | -$29.1K | 0.03% | 342 |
|
|
2023
Q3 | $485K | Buy |
9,864
+1
| +0% | +$49 | 0.04% | 298 |
|
|
2023
Q2 | $485K | Sell |
9,863
-115
| -1% | -$5.65K | 0.04% | 301 |
|
|
2023
Q1 | $491K | Buy |
9,978
+961
| +11% | +$47.3K | 0.04% | 286 |
|
|
2022
Q4 | $442K | Buy |
+9,017
| New | +$442K | 0.04% | 296 |
|