Regal Wealth Group, Inc. Vanguard Mid Cap ETF Transaction History

Regal Wealth Group, Inc.

$143 Million
Q4 2023

A detailed history of Regal Wealth Group, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 27,389 shares of VO stock, worth $7.41 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares

27,389

Previous 26,271 4.26%

Holding current value

$7.41 Million

Previous $5.47 Million 16.47%

% of portfolio

4.46%

Previous 4.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 23, 2024	BUY	$195.66 - $233.95 $218,747 - $261,556	1,118 Added 4.26%	27,389 $6.37 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $27,477 - $30,354	133 Added 0.51%	26,271 $5.47 Million
Q2 2023 Jul 11, 2023	BUY	$203.43 - $220.16 $2.51 Million - $2.72 Million	12,339 Added 89.42%	26,138 $5.75 Million
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $808,207 - $912,281	4,037 Added 41.35%	13,799 $2.91 Million
Q1 2022 Apr 15, 2022	SELL	$219.86 - $253.39 $17,808 - $20,524	-81 Reduced 0.82%	9,762 $2.27 Million
Q1 2021 Apr 12, 2021	SELL	$203.74 - $225.89 $51,342 - $56,924	-252 Reduced 2.5%	9,843 $2.18 Million
Q4 2020 Jan 22, 2021	SELL	$176.14 - $208.21 $71,336 - $84,325	-405 Reduced 3.86%	10,095 $2.09 Million
Q4 2015 Aug 21, 2017	BUY	N/A	10,500	10,500 $1.38 Million

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Regal Wealth Group, Inc. Vanguard Mid Cap ETF Transaction History