Regal Wealth Group, Inc. Vanguard Russell 1000 Growth E Transaction History

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$62.94 - $69.93 $1,510 - $1,678	-24 Closed	0 $0
Q2 2020 Jul 09, 2020	BUY	$37.08 - $49.88 $889 - $1,197	24 New	24 $5,000

Others Institutions Holding VONG

# of Institutions

769

Shares Held

149M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$2.74 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$979 Million
6.01% of portfolio
Morgan Stanley New York, NY

7M
Shares

$660 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

6.6M
Shares

$622 Million
0.25% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$436 Million
1.45% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Regal Wealth Group, Inc. with notifications on news.