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Regal Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Regal Wealth Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$6.24M Buy
27,389
+1,118
+4% +$255K 3.85% 8
2023
Q3 		$5.47M Buy
26,271
+133
+0.5% +$27.7K 3.74% 8
2023
Q2 		$5.72M Buy
26,138
+12,339
+89% +$2.7M 3.75% 8
2023
Q1 		$2.92M Buy
13,799
+4,037
+41% +$853K 2.07% 15
2022
Q4 		$1.99M Hold
9,762
– – 1.46% 16
2022
Q3 		$1.87M Hold
9,762
– – 1.44% 16
2022
Q2 		$1.92M Hold
9,762
– – 1.39% 17
2022
Q1 		$2.27M Sell
9,762
-81
-0.8% -$18.9K 1.42% 18
2021
Q4 		$2.51M Hold
9,843
– – 1.41% 18
2021
Q3 		$2.33M Hold
9,843
– – 1.4% 19
2021
Q2 		$2.34M Hold
9,843
– – 1.38% 20
2021
Q1 		$2.18M Sell
9,843
-252
-2% -$55.8K 1.28% 18
2020
Q4 		$2.09M Sell
10,095
-405
-4% -$83.7K 1.27% 18
2020
Q3 		$1.85M Hold
10,500
– – 1.44% 18
2020
Q2 		$1.72M Hold
10,500
– – 1.42% 18
2020
Q1 		$1.38M Hold
10,500
– – 1.35% 18
2019
Q4 		$1.87M Hold
10,500
– – 1.21% 17
2019
Q3 		$1.76M Hold
10,500
– – 1.21% 17
2019
Q2 		$1.76M Hold
10,500
– – 1.22% 17
2019
Q1 		$1.69M Hold
10,500
– – 1.21% 17
2018
Q4 		$1.45M Hold
10,500
– – 1.32% 17
2018
Q3 		$1.72M Hold
10,500
– – 1.18% 19
2018
Q2 		$1.66M Hold
10,500
– – 1.76% 16
2018
Q1 		$1.62M Hold
10,500
– – 1.25% 16
2017
Q4 		$1.63M Hold
10,500
– – 1.15% 17
2017
Q3 		$1.54M Hold
10,500
– – 1.14% 18
2017
Q2 		$1.5M Hold
10,500
– – 1.16% 18
2017
Q1 		$1.46M Hold
10,500
– – 1.12% 22
2016
Q4 		$1.38M Hold
10,500
– – 1.12% 23
2016
Q3 		$1.36M Hold
10,500
– – 1.23% 16
2016
Q2 		$1.3M Hold
10,500
– – 1.22% 17
2016
Q1 		$1.27M Hold
10,500
– – 1.23% 17
2015
Q4 		$1.26M Buy
+10,500
New +$1.26M 1.24% 17