Number of Shares
119,233.00
Current Holdings Value*
$9.19 Mil
% of Portfolio
5.67%
Total Estimate Gain
$421,689.30
% of Total Estimate Gain
4.68%

Regal Wealth Group, Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2023-12-31, Regal Wealth Group, Inc. held 119,233.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $9.19 Mil. This investment constitutes 5.67% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2023Q1. And since then Regal Wealth Group, Inc. has made 3 purchases of VCSH, at an average price of $75.55, for a total of 119,280.00 shares. In addition, there have been 1 sales at an average price of $75.48 for 47.00 shares. Based on historical transaction data and VCSH's current price of $79.09, Regal Wealth Group, Inc.'s estimated gain on his VCSH holdings is $421,689.30, reflecting a 4.68% gain to date.

Regal Wealth Group, Inc. VCSH ($79.09) Holding Chart

Regal Wealth Group, Inc. VCSH ($79.09) 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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