Regent Peak Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

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 1,653 shares of VIG stock, worth $301,093. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,693 2.36%
Holding current value
$301,093
Previous $308,000 2.27%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
N/A
-40 Reduced 2.36%
1,653 $301,000
Q3 2025

Oct 16, 2025
BUY
N/A
92 Added 5.75%
1,693 $308,000
Q1 2025

Apr 14, 2025
BUY
N/A
70 Added 4.57%
1,601 $291,000
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
2,665
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email