Number of Shares
4,596.00
Current Holdings Value*
$331,050.00
% of Portfolio
0.2%
Total Estimate Gain
$88,798.08
% of Total Estimate Gain
28.40%

Regal Wealth Group, Inc.'s Vanguard Russell 1000 Value Index Fund Holding Summary

As of 2023-12-31, Regal Wealth Group, Inc. held 4,596.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $331,050.00. This investment constitutes 0.2% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.

The initial trade took place in 2020Q2. And since then Regal Wealth Group, Inc. has made 2 purchases of VONV, at an average price of $67.67, for a total of 4,620.00 shares. In addition, there have been 1 sales at an average price of $50.05 for 24.00 shares. Based on historical transaction data and VONV's current price of $87.08, Regal Wealth Group, Inc.'s estimated gain on his VONV holdings is $88,798.08, reflecting a 28.40% gain to date.

Regal Wealth Group, Inc. VONV ($87.08) Holding Chart

Regal Wealth Group, Inc. VONV ($87.08) 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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