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Regal Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Regal Wealth Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-81
Closed -$29K – 235
2021
Q1 		$29K Buy
81
+5
+7% +$1.77K 0.02% 127
2020
Q4 		$26K Buy
76
+5
+7% +$1.63K 0.02% 128
2020
Q3 		$22K Sell
71
-1
-1% -$305 0.02% 121
2020
Q2 		$21K Buy
+72
New +$19.4K 0.02% 120

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Regal Wealth Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2021, closing a stake of 81 shares — an estimated $29K sold.

Regal Wealth Group first reported a position in VOO in Q2 2020 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 81 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $29K.
  • Regal Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Vanguard S&P 500 ETF position peaked at $29K in Q1 2021.
  • 1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

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