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Regal Wealth Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Regal Wealth Group’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-76
Closed -$7K – 238
2021
Q1 		$7K Buy
76
+8
+12% +$705 ﹤0.01% 195
2020
Q4 		$5K Buy
68
+6
+10% +$424 ﹤0.01% 179
2020
Q3 		$4K Hold
62
– – ﹤0.01% 177
2020
Q2 		$4K Buy
+62
New +$3.28K ﹤0.01% 173

Other funds holding VTWO

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Regal Wealth Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2021, closing a stake of 76 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in VTWO in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 76 Vanguard Russell 2000 ETF shares in Q2 2021, an estimated $7K.
  • Regal Wealth Group first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Vanguard Russell 2000 ETF position peaked at $7K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2021.

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