Regent Peak Wealth Advisors LLC Vanguard Industrial ETF Transaction History
Regent Peak Wealth Advisors LLC
- $509 Million
- Q3 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,000 shares of VIS stock, worth $292,170. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$292,170
Previous $246,000
20.33%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VIS
# of Institutions
586Shares Held
12.6MCall Options Held
3.3KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.92MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY934KShares$273 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ924KShares$270 Million4.22% of portfolio
-
Wells Fargo & Company San Francisco, CA533KShares$156 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$116 Million6.13% of portfolio