Regent Peak Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,326 shares of VO stock, worth $327,004. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,326
Previous 1,404 5.56%
Holding current value
$327,004
Previous $370,000 8.11%
% of portfolio
0.08%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$251.87 - $277.95 $19,645 - $21,680
-78 Reduced 5.56%
1,326 $340,000
Q4 2024

Jan 07, 2025
BUY
$261.5 - $284.63 $261 - $284
1 Added 0.07%
1,404 $370,000
Q3 2024

Oct 16, 2024
SELL
$237.84 - $263.83 $23,546 - $26,119
-99 Reduced 6.59%
1,403 $370,000
Q2 2024

Aug 14, 2024
SELL
$234.99 - $248.98 $19,269 - $20,416
-82 Reduced 5.18%
1,502 $363,000
Q1 2024

May 01, 2024
BUY
$225.86 - $249.86 $36,363 - $40,227
161 Added 11.31%
1,584 $395,000
Q4 2023

Jan 23, 2024
SELL
$195.66 - $233.95 $15,848 - $18,949
-81 Reduced 5.39%
1,423 $331,000
Q3 2023

Nov 03, 2023
SELL
$206.6 - $228.23 $413 - $456
-2 Reduced 0.13%
1,504 $313,000
Q2 2023

Jul 19, 2023
BUY
$203.43 - $220.16 $8,544 - $9,246
42 Added 2.87%
1,506 $331,000
Q1 2023

Apr 24, 2023
BUY
$200.2 - $225.98 $200 - $225
1 Added 0.07%
1,464 $308,000
Q4 2022

Feb 08, 2023
SELL
$186.57 - $217.26 $8,955 - $10,428
-48 Reduced 3.18%
1,463 $298,000
Q3 2022

Nov 14, 2022
BUY
$187.98 - $227.42 $5,639 - $6,822
30 Added 2.03%
1,511 $284,000
Q1 2022

May 03, 2022
SELL
$219.86 - $253.39 $23,744 - $27,366
-108 Reduced 6.8%
1,481 $352,000
Q4 2021

Feb 11, 2022
BUY
$236.98 - $261.2 $34,599 - $38,135
146 Added 10.12%
1,589 $405,000
Q2 2021

Aug 16, 2021
SELL
$223.23 - $238.25 $2,009 - $2,144
-9 Reduced 0.62%
1,443 $347,000
Q1 2021

Apr 28, 2021
SELL
$203.74 - $225.89 $172,771 - $191,554
-848 Reduced 36.87%
1,452 $321,000
Q4 2020

Feb 12, 2021
BUY
$176.14 - $208.21 $19,903 - $23,527
113 Added 5.17%
2,300 $476,000
Q3 2020

Nov 04, 2020
BUY
$164.39 - $185.0 $164 - $185
1 Added 0.05%
2,187 $386,000
Q2 2020

Aug 05, 2020
SELL
$124.34 - $175.42 $102,207 - $144,195
-822 Reduced 27.33%
2,186 $358,000
Q1 2020

Apr 27, 2020
SELL
$112.37 - $186.27 $87,873 - $145,663
-782 Reduced 20.63%
3,008 $396,000
Q4 2019

Feb 14, 2020
BUY
$162.13 - $178.73 $614,472 - $677,386
3,790 New
3,790 $675,000

Others Institutions Holding VO

# of Institutions
2,320
Shares Held
189M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

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