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Regal Wealth Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Regal Wealth Group’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-68
Closed -$13K – 233
2021
Q1 		$13K Buy
68
+5
+8% +$906 0.01% 168
2020
Q4 		$11K Buy
63
+4
+7% +$661 0.01% 155
2020
Q3 		$9K Buy
59
+6
+11% +$916 0.01% 152
2020
Q2 		$8K Buy
+53
New +$7.1K 0.01% 152

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Regal Wealth Group sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2021, closing a stake of 68 shares — an estimated $13K sold.

Regal Wealth Group first reported a position in VONE in Q2 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 68 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $13K.
  • Regal Wealth Group first reported a position in Vanguard Russell 1000 ETF in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Vanguard Russell 1000 ETF position peaked at $13K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

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