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Regal Wealth Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Regal Wealth Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-24
Closed -$7K – 230
2021
Q1 		$7K Buy
24
+2
+9% +$564 ﹤0.01% 194
2020
Q4 		$6K Hold
22
– – ﹤0.01% 175
2020
Q3 		$5K Buy
22
+9
+69% +$1.9K ﹤0.01% 171
2020
Q2 		$3K Buy
+13
New +$2.35K ﹤0.01% 180

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Regal Wealth Group's VBK Position: Q2 2021 in Review

Regal Wealth Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2021, closing a stake of 24 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in VBK in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 758 funds tracked by Wall St. Rank hold VBK as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 24 Vanguard Small-Cap Growth ETF shares in Q2 2021, an estimated $7K.
  • Regal Wealth Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Vanguard Small-Cap Growth ETF position peaked at $7K in Q1 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.