Regal Investment Advisors LLC Vanguard Intermediate Term Tre Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$58.07 - $59.52 $5,284 - $5,416	91 Added 2.66%	3,511 $205,000
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $192,033 - $203,524	3,420 New	3,420 $202,000
Q2 2023 Aug 11, 2023	SELL	$58.61 - $60.65 $4,395 - $4,548	-75 Reduced 2.13%	3,449 $202,000
Q1 2023 May 11, 2023	BUY	$57.72 - $60.39 $203,405 - $212,814	3,524 New	3,524 $211,000
Q3 2022 Nov 15, 2022	BUY	$57.73 - $62.32 $12,527 - $13,523	217 Added 6.45%	3,583 $209,000
Q2 2022 Aug 09, 2022	SELL	$59.34 - $62.5 $9,435 - $9,937	-159 Reduced 4.51%	3,366 $206,000
Q1 2022 May 09, 2022	SELL	$62.43 - $66.15 $4,182 - $4,432	-67 Reduced 1.87%	3,525 $222,000
Q4 2021 Feb 10, 2022	BUY	$66.4 - $67.68 $18,791 - $19,153	283 Added 8.55%	3,592 $239,000
Q3 2021 Nov 05, 2021	BUY	$67.44 - $68.68 $20,366 - $20,741	302 Added 10.04%	3,309 $224,000
Q2 2021 Aug 09, 2021	BUY	$67.21 - $68.13 $202,100 - $204,866	3,007 New	3,007 $204,000

Others Institutions Holding VGIT

# of Institutions

775

Shares Held

389M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.16 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.95 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$917 Million
3.23% of portfolio

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