Regal Investment Advisors LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$47.74 - $48.54 $1,098 - $1,116	-23 Reduced 0.48%	4,808 $233,000
Q1 2024 May 15, 2024	BUY	$47.38 - $47.91 $6,206 - $6,276	131 Added 2.79%	4,831 $231,000
Q4 2023 Feb 14, 2024	BUY	$46.72 - $48.12 $17,006 - $17,515	364 Added 8.39%	4,700 $223,000
Q3 2023 Nov 13, 2023	SELL	$46.9 - $47.47 $36,347 - $36,789	-775 Reduced 15.16%	4,336 $205,000
Q2 2023 Aug 11, 2023	SELL	$47.37 - $48.0 $14,874 - $15,072	-314 Reduced 5.79%	5,111 $242,000
Q1 2023 May 11, 2023	SELL	$46.62 - $47.83 $43,123 - $44,242	-925 Reduced 14.57%	5,425 $259,000
Q4 2022 Mar 01, 2023	SELL	$46.71 - $48.22 $801,917 - $827,840	-17,168 Reduced 73.0%	6,350 $296,000
Q3 2022 Nov 15, 2022	SELL	$48.11 - $50.34 $473,642 - $495,597	-9,845 Reduced 29.51%	23,518 $1.13 Million
Q2 2022 Aug 09, 2022	BUY	$50.05 - $51.06 $426,025 - $434,622	8,512 Added 34.25%	33,363 $1.67 Million
Q1 2022 May 09, 2022	BUY	$50.6 - $52.11 $19,481 - $20,062	385 Added 1.57%	24,851 $1.27 Million
Q4 2021 Feb 10, 2022	BUY	$51.18 - $52.61 $97,702 - $100,432	1,909 Added 8.46%	24,466 $1.26 Million
Q3 2021 Nov 05, 2021	BUY	$51.92 - $52.8 $107,993 - $109,824	2,080 Added 10.16%	22,557 $1.19 Million
Q2 2021 Aug 09, 2021	BUY	$51.54 - $52.44 $1.06 Million - $1.07 Million	20,477 New	20,477 $1.07 Million
Q1 2021 May 12, 2021	SELL	$51.11 - $51.73 $628,039 - $635,658	-12,288 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$50.63 - $51.32 $622,141 - $630,620	12,288 New	12,288 $628,000
Q3 2020 Nov 13, 2020	SELL	$50.18 - $51.11 $536,725 - $546,672	-10,696 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$48.74 - $50.23 $521,323 - $537,260	10,696 New	10,696 $537,000
Q1 2020 May 12, 2020	SELL	$46.79 - $49.92 $1.26 Million - $1.35 Million	-26,974 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$49.0 - $49.52 $194,089 - $196,148	3,961 Added 17.21%	26,974 $1.33 Million
Q3 2019 Nov 15, 2019	BUY	$49.05 - $49.56 $37,523 - $37,913	765 Added 3.44%	23,013 $1.13 Million
Q2 2019 Jul 26, 2019	BUY	N/A	713 Added 3.31%	22,248 $1.1 Million
Q1 2019 May 09, 2019	SELL	N/A	-462 Reduced 2.1%	21,535 $1.05 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-2,211 Reduced 9.13%	21,997 $1.05 Million
Q3 2018 Nov 05, 2018	BUY	N/A	9,831 Added 68.38%	24,208 $1.17 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-12,507 Reduced 46.52%	14,377 $702,000
Q1 2018 Apr 25, 2018	BUY	N/A	3,526 Added 15.1%	26,884 $1.32 Million
Q4 2017 Feb 06, 2018	BUY	N/A	2,339 Added 11.13%	23,358 $1.14 Million
Q3 2017 Nov 08, 2017	BUY	N/A	21,019	21,019 $1.04 Million

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

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