RWG
VOE icon

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

Regal Wealth Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11
Closed -$1K – 232
2021
Q1 		$1K Hold
11
– – ﹤0.01% 246
2020
Q4 		$1K Hold
11
– – ﹤0.01% 211
2020
Q3 		$1K Hold
11
– – ﹤0.01% 208
2020
Q2 		$1K Hold
11
– – ﹤0.01% 200
2020
Q1 		$1K Hold
11
– – ﹤0.01% 174
2019
Q4 		$1K Hold
11
– – ﹤0.01% 191
2019
Q3 		$1K Buy
+11
New +$1.22K ﹤0.01% 170

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Regal Wealth Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in VOE in Q3 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 719 funds tracked by Wall St. Rank hold VOE as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 11 Vanguard Mid-Cap Value ETF shares in Q2 2021, an estimated $1K.
  • Regal Wealth Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and held it in 7 quarters.
  • Regal Wealth Group's Vanguard Mid-Cap Value ETF position peaked at $1K in Q1 2021.
  • 719 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2021.

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