RWG
Regal Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.1M | Buy |
30,483
+235
| +0.8% | +$54.7K | 4.38% | 7 |
|
|
2023
Q3 | $6.42M | Buy |
30,248
+445
| +1% | +$94.5K | 4.39% | 7 |
|
|
2023
Q2 | $6.5M | Buy |
29,803
+14,804
| +99% | +$3.23M | 4.26% | 7 |
|
|
2023
Q1 | $3.09M | Buy |
14,999
+5,006
| +50% | +$1.03M | 2.2% | 13 |
|
|
2022
Q4 | $1.91M | Sell |
9,993
-8
| -0.1% | -$1.53K | 1.4% | 17 |
|
|
2022
Q3 | $1.85M | Hold |
10,001
| – | – | 1.43% | 17 |
|
|
2022
Q2 | $1.89M | Sell |
10,001
-9
| -0.1% | -$1.7K | 1.36% | 19 |
|
|
2022
Q1 | $2.21M | Sell |
10,010
-147
| -1% | -$32.5K | 1.38% | 19 |
|
|
2021
Q4 | $2.45M | Hold |
10,157
| – | – | 1.38% | 19 |
|
|
2021
Q3 | $2.26M | Hold |
10,157
| – | – | 1.35% | 20 |
|
|
2021
Q2 | $2.26M | Hold |
10,157
| – | – | 1.34% | 21 |
|
|
2021
Q1 | $2.1M | Sell |
10,157
-116
| -1% | -$24K | 1.23% | 20 |
|
|
2020
Q4 | $2M | Sell |
10,273
-438
| -4% | -$85.3K | 1.22% | 19 |
|
|
2020
Q3 | $1.82M | Sell |
10,711
-23
| -0.2% | -$3.92K | 1.42% | 19 |
|
|
2020
Q2 | $1.68M | Buy |
10,734
+334
| +3% | +$52.3K | 1.39% | 19 |
|
|
2020
Q1 | $1.34M | Hold |
10,400
| – | – | 1.31% | 19 |
|
|
2019
Q4 | $1.7M | Hold |
10,400
| – | – | 1.1% | 21 |
|
|
2019
Q3 | $1.57M | Hold |
10,400
| – | – | 1.08% | 19 |
|
|
2019
Q2 | $1.56M | Hold |
10,400
| – | – | 1.08% | 20 |
|
|
2019
Q1 | $1.51M | Hold |
10,400
| – | – | 1.08% | 20 |
|
|
2018
Q4 | $1.33M | Hold |
10,400
| – | – | 1.21% | 20 |
|
|
2018
Q3 | $1.56M | Hold |
10,400
| – | – | 1.06% | 20 |
|
|
2018
Q2 | $1.46M | Hold |
10,400
| – | – | 1.55% | 18 |
|
|
2018
Q1 | $1.41M | Hold |
10,400
| – | – | 1.09% | 19 |
|
|
2017
Q4 | $1.43M | Hold |
10,400
| – | – | 1.01% | 19 |
|
|
2017
Q3 | $1.35M | Hold |
10,400
| – | – | 0.99% | 20 |
|
|
2017
Q2 | $1.29M | Hold |
10,400
| – | – | 1.01% | 21 |
|
|
2017
Q1 | $1.26M | Hold |
10,400
| – | – | 0.96% | 26 |
|
|
2016
Q4 | $1.2M | Hold |
10,400
| – | – | 0.97% | 27 |
|
|
2016
Q3 | $1.16M | Hold |
10,400
| – | – | 1.05% | 19 |
|
|
2016
Q2 | $1.11M | Hold |
10,400
| – | – | 1.05% | 19 |
|
|
2016
Q1 | $1.09M | Hold |
10,400
| – | – | 1.05% | 20 |
|
|
2015
Q4 | $1.09M | Buy |
+10,400
| New | +$1.09M | 1.07% | 20 |
|