Number of Shares
46,485.00
Current Holdings Value*
$17.24 Mil
% of Portfolio
1.39%
Total Estimate Gain
$14.84 Mil
% of Total Estimate Gain
111.13%

Regal Investment Advisors LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 46,485.00 shares of Vanguard Growth ETF(VUG), totaling $17.24 Mil. This investment constitutes 1.39% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 23 purchases of VUG, at an average price of $168.61, for a total of 79,225.00 shares. In addition, there have been 13 sales at an average price of $233.87 for 32,740.00 shares. Based on historical transaction data and VUG's current price of $441.98, Regal Investment Advisors LLC's estimated gain on his VUG holdings is $14.84 Mil, reflecting a 111.13% gain to date.

Regal Investment Advisors LLC VUG ($441.98) Holding Chart

Regal Investment Advisors LLC VUG ($441.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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