Regent Peak Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,074 shares of VNQ stock, worth $365,478. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,074
Previous 4,074 -0.0%
Holding current value
$365,478
Previous $362,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 07, 2025
SELL
$87.85 - $98.6 $12,826 - $14,395
-146 Reduced 3.46%
4,074 $362,000
Q3 2024

Oct 16, 2024
SELL
$82.97 - $98.97 $41,236 - $49,188
-497 Reduced 10.54%
4,220 $411,000
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $3.3 Million - $3.61 Million
-42,000 Reduced 89.9%
4,717 $395,000
Q1 2024

May 01, 2024
BUY
$82.58 - $89.12 $485,405 - $523,847
5,878 Added 14.39%
46,717 $4.04 Million
Q4 2023

Jan 23, 2024
BUY
$71.05 - $89.54 $346,937 - $437,223
4,883 Added 13.58%
40,839 $3.61 Million
Q3 2023

Nov 03, 2023
BUY
$75.44 - $86.89 $65,708 - $75,681
871 Added 2.48%
35,956 $2.72 Million
Q2 2023

Jul 19, 2023
SELL
$78.4 - $83.98 $101,998 - $109,257
-1,301 Reduced 3.58%
35,085 $2.93 Million
Q1 2023

Apr 24, 2023
BUY
$77.59 - $93.7 $2.82 Million - $3.41 Million
36,386 New
36,386 $3.02 Million
Q2 2022

Aug 11, 2022
SELL
$87.04 - $112.5 $45,347 - $58,612
-521 Reduced 1.32%
39,000 $3.55 Million
Q1 2022

May 03, 2022
SELL
$99.96 - $115.1 $496,601 - $571,816
-4,968 Reduced 11.17%
39,521 $4.28 Million
Q4 2021

Feb 11, 2022
SELL
$102.53 - $116.01 $2,870 - $3,248
-28 Reduced 0.06%
44,489 $5.16 Million
Q3 2021

Nov 08, 2021
BUY
$101.78 - $110.92 $11,806 - $12,866
116 Added 0.26%
44,517 $4.53 Million
Q2 2021

Aug 16, 2021
BUY
$93.53 - $105.5 $259,545 - $292,762
2,775 Added 6.67%
44,401 $4.72 Million
Q1 2021

Apr 28, 2021
BUY
$81.97 - $92.98 $261,976 - $297,164
3,196 Added 8.32%
41,626 $3.82 Million
Q4 2020

Feb 12, 2021
BUY
$76.08 - $86.67 $47,550 - $54,168
625 Added 1.65%
38,430 $3.26 Million
Q3 2020

Nov 04, 2020
BUY
$76.31 - $83.64 $9,462 - $10,371
124 Added 0.33%
37,805 $2.99 Million
Q2 2020

Aug 05, 2020
BUY
$64.53 - $86.79 $108,603 - $146,067
1,683 Added 4.68%
37,681 $2.96 Million
Q1 2020

Apr 27, 2020
BUY
$56.91 - $99.57 $91,682 - $160,407
1,611 Added 4.68%
35,998 $2.51 Million
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $3.1 Million - $3.28 Million
34,387 New
34,387 $3.19 Million

Others Institutions Holding VNQ

# of Institutions
1,919
Shares Held
227M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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