Comparing April and May sets of brand new Vargs with a VIN listed at US dealers there are a few things we can tell.
Huge caveats apply, most notably I have no clue as to what proportion of Vargs actually in inventory at US dealers are accounted for on Motohunt (plus the handful of dealers I follow), that could be 10%, 50%? Also don't know if Vargs made to order would appear here. Maybe trends more than absolute numbers can still give some clues.
So using this method, here are some data points for this subset.
Stock in early April: 152
Stock in early May: 190
Vargs "imported" (i.e. appeared on listings) in April: 123
Vargs sold, from early April inventory: 57
Vargs sold, from newly imported bikes: 28
April sales: 85
Of course they have sold more bikes than that in a month, what I find interesting is that the inventory slowly grows but 85 sales compared to 123 imports sounds like a good ratio (about 70%), if it was somehow representative. Also selling 20-25% of newly imported bikes in under a month is interesting.
Tracking actual VINs in inventory, the majority of Vargs "imported" in April were in the 4000s and 5000s, that's one way to track production numbers (with 1-2 months delay due to shipping from Spain to the US). Highest VIN seen so far is 5728.
We'll see if CA sales reopening has any noticeable effect in May sales. I think that leaves 6 states with sales/delivery issues for the moment: Indiana, Louisiana, Maryland, New Mexico, North Carolina, Ohio.
FYI Motohunt currently lists 160 Vargs, compared to 825 CRF450R, 486 YZ450F, 1602 KX450, 476 450SXF (2024 models with VIN at US dealers)