Regent Peak Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,531 shares of VIG stock, worth $278,871. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,531
Previous 1,531 -0.0%
Holding current value
$278,871
Previous $278,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
N/A
156 Added 11.35%
1,531 $278,000
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $250,456 - $250,456
1,375 New
1,375 $250,000
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $193,473 - $208,045
1,314 New
1,314 $202,000
Q1 2021

Apr 28, 2021
SELL
N/A
-750 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
750 New
750 $106,000

Others Institutions Holding VIG

# of Institutions
2,311
Shares Held
199M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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