Number of Shares
72,620.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
0.45%
Total Estimate Gain
$-157,160.03
% of Total Estimate Gain
-1.10%

Regal Investment Advisors LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 72,620.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $5.51 Mil. This investment constitutes 0.45% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.04% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2020Q2. And since then Regal Investment Advisors LLC has made 7 purchases of VCLT, at an average price of $79.08, for a total of 180,729.00 shares. In addition, there have been 6 sales at an average price of $80.31 for 108,109.00 shares. Based on historical transaction data and VCLT's current price of $75.09, Regal Investment Advisors LLC's estimated gain on his VCLT holdings is $-157,160.03, reflecting a -1.10% gain to date.

Regal Investment Advisors LLC VCLT ($75.09) Holding Chart

Regal Investment Advisors LLC VCLT ($75.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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