Regent Peak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,094 shares of VOO stock, worth $675,906. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,094
Previous 1,162 5.85%
Holding current value
$675,906
Previous $711,000 5.06%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jan 08, 2026
SELL
$600.51 - $631.95 $40,834 - $42,972
-68 Reduced 5.85%
1,094 $675,000
Q1 2025

Apr 14, 2025
SELL
$507.05 - $563.67 $3,042 - $3,382
-6 Reduced 0.51%
1,162 $593,000
Q3 2024

Oct 16, 2024
SELL
$475.2 - $527.7 $31,363 - $34,828
-66 Reduced 5.35%
1,168 $616,000
Q2 2024

Aug 14, 2024
SELL
$455.1 - $504.28 $20,024 - $22,188
-44 Reduced 3.44%
1,234 $617,000
Q4 2023

Jan 23, 2024
SELL
$377.32 - $438.19 $70,558 - $81,941
-187 Reduced 12.76%
1,278 $558,000
Q3 2023

Nov 03, 2023
SELL
$392.7 - $420.68 $7,854 - $8,413
-20 Reduced 1.35%
1,465 $575,000
Q3 2022

Nov 14, 2022
SELL
$328.3 - $395.04 $92,252 - $111,006
-281 Reduced 15.91%
1,485 $489,000
Q2 2022

Aug 11, 2022
BUY
$337.07 - $419.85 $92,020 - $114,619
273 Added 18.29%
1,766 $612,000
Q1 2022

May 03, 2022
SELL
$382.7 - $439.25 $21,048 - $24,158
-55 Reduced 3.55%
1,493 $620,000
Q4 2021

Feb 11, 2022
BUY
$394.21 - $439.01 $256,630 - $285,795
651 Added 72.58%
1,548 $676,000
Q3 2021

Nov 08, 2021
BUY
$390.68 - $416.73 $781 - $833
2 Added 0.22%
897 $354,000
Q2 2021

Aug 16, 2021
BUY
$368.16 - $394.32 $1,472 - $1,577
4 Added 0.45%
895 $361,000
Q1 2021

Apr 28, 2021
BUY
$339.03 - $365.24 $7,119 - $7,670
21 Added 2.41%
891 $324,000
Q4 2020

Feb 12, 2021
BUY
$299.82 - $343.69 $5,396 - $6,186
18 Added 2.11%
870 $299,000
Q3 2020

Nov 04, 2020
BUY
$285.37 - $328.74 $21,688 - $24,984
76 Added 9.79%
852 $262,000
Q2 2020

Aug 05, 2020
BUY
$226.15 - $297.17 $175,492 - $230,603
776 New
776 $220,000

Others Institutions Holding VOO

# of Institutions
3,905
Shares Held
546M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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