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

Regal Wealth Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-96
Closed -$6K – 234
2021
Q1 		$6K Hold
96
– – ﹤0.01% 202
2020
Q4 		$6K Hold
96
– – ﹤0.01% 176
2020
Q3 		$5K Hold
96
– – ﹤0.01% 172
2020
Q2 		$5K Buy
+96
New +$4.35K ﹤0.01% 168

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Regal Wealth Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2021, closing a stake of 96 shares — an estimated $6K sold.

Regal Wealth Group first reported a position in VONG in Q2 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 271 funds tracked by Wall St. Rank hold VONG as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 96 Vanguard Russell 1000 Growth ETF shares in Q2 2021, an estimated $6K.
  • Regal Wealth Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Vanguard Russell 1000 Growth ETF position peaked at $6K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2021.

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