Regal Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $237K | Buy |
2,731
+13
| +0.5% | +$1.03K | 0.15% | 41 |
|
|
2023
Q3 | $206K | Sell |
2,718
-919
| -25% | -$75.8K | 0.14% | 40 |
|
|
2023
Q2 | $304K | Sell |
3,637
-389
| -10% | -$31.9K | 0.2% | 37 |
|
|
2023
Q1 | $335K | Sell |
4,026
-275
| -6% | -$23.6K | 0.24% | 37 |
|
|
2022
Q4 | $355K | Buy |
4,301
+24
| +0.6% | +$1.99K | 0.26% | 30 |
|
|
2022
Q3 | $333K | Sell |
4,277
-33
| -0.8% | -$3.09K | 0.26% | 31 |
|
|
2022
Q2 | $393K | Buy |
4,310
+13
| +0.3% | +$1.3K | 0.28% | 30 |
|
|
2022
Q1 | $467K | Buy |
4,297
+12
| +0.3% | +$1.27K | 0.29% | 29 |
|
|
2021
Q4 | $497K | Buy |
4,285
+20
| +0.5% | +$2.18K | 0.28% | 30 |
|
|
2021
Q3 | $434K | Buy |
4,265
+17
| +0.4% | +$1.8K | 0.26% | 31 |
|
|
2021
Q2 | $432K | Buy |
4,248
+18
| +0.4% | +$1.78K | 0.26% | 31 |
|
|
2021
Q1 | $389K | Sell |
4,230
-244
| -5% | -$21.4K | 0.23% | 30 |
|
|
2020
Q4 | $380K | Buy |
4,474
+39
| +0.9% | +$3.23K | 0.23% | 30 |
|
|
2020
Q3 | $350K | Buy |
4,435
+19
| +0.4% | +$1.52K | 0.27% | 30 |
|
|
2020
Q2 | $347K | Sell |
4,416
-209
| -5% | -$15.8K | 0.29% | 29 |
|
|
2020
Q1 | $323K | Sell |
4,625
-187
| -4% | -$16.4K | 0.32% | 29 |
|
|
2019
Q4 | $446K | Buy |
4,812
+28
| +0.6% | +$2.59K | 0.29% | 28 |
|
|
2019
Q3 | $446K | Buy |
4,784
+40
| +0.8% | +$3.63K | 0.31% | 29 |
|
|
2019
Q2 | $415K | Sell |
4,744
-76
| -2% | -$6.65K | 0.29% | 30 |
|
|
2019
Q1 | $419K | Hold |
4,820
| – | – | 0.3% | 28 |
|
|
2018
Q4 | $359K | Sell |
4,820
-102
| -2% | -$8.04K | 0.33% | 29 |
|
|
2018
Q3 | $397K | Buy |
4,922
+33
| +0.7% | +$2.72K | 0.27% | 27 |
|
|
2018
Q2 | $398K | Sell |
4,889
-382
| -7% | -$29.6K | 0.42% | 27 |
|
|
2018
Q1 | $398K | Sell |
5,271
-740
| -12% | -$56.6K | 0.31% | 26 |
|
|
2017
Q4 | $499K | Sell |
6,011
-291
| -5% | -$24.4K | 0.35% | 23 |
|
|
2017
Q3 | $524K | Buy |
6,302
+34
| +0.5% | +$2.84K | 0.39% | 24 |
|
|
2017
Q2 | $522K | Buy |
6,268
+5
| +0.1% | +$417 | 0.41% | 24 |
|
|
2017
Q1 | $517K | Buy |
6,263
+207
| +3% | +$17.2K | 0.39% | 31 |
|
|
2016
Q4 | $500K | Sell |
6,056
-57
| -0.9% | -$4.64K | 0.41% | 31 |
|
|
2016
Q3 | $530K | Buy |
6,113
+275
| +5% | +$24.5K | 0.48% | 23 |
|
|
2016
Q2 | $518K | Buy |
5,838
+30
| +0.5% | +$2.52K | 0.49% | 23 |
|
|
2016
Q1 | $487K | Sell |
5,808
-758
| -12% | -$59K | 0.47% | 23 |
|
|
2015
Q4 | $524K | Buy |
+6,566
| New | +$520K | 0.52% | 23 |
|
Other funds holding VNQ
Regal Wealth Group's VNQ Position: Q4 2023 in Review
Regal Wealth Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.48% in Q4 2023, buying an estimated $1.03K and bringing the position to 2,731 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #41.
Regal Wealth Group first reported a position in VNQ in Q4 2015 and has held it in 33 quarters since. The position peaked at $530K in Q3 2016. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.
- Regal Wealth Group held 2,731 shares of Vanguard Real Estate ETF worth $237K as of Q4 2023.
- Regal Wealth Group bought 13 Vanguard Real Estate ETF shares in Q4 2023, an estimated $1.03K.
- Vanguard Real Estate ETF made up 0.15% of Regal Wealth Group's portfolio in Q4 2023, its #41 holding.
- Regal Wealth Group first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 33 quarters since.
- Regal Wealth Group's Vanguard Real Estate ETF position peaked at $530K in Q3 2016.
- 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.