Regent Peak Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 251,292 shares of VTI stock, worth $65.1 Million. This represents 16.07% of its overall portfolio holdings.

Number of Shares
251,292
Previous 249,412 0.75%
Holding current value
$65.1 Million
Previous $72.3 Million 4.94%
% of portfolio
16.07%
Previous 16.09%

Shares

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

Apr 14, 2025
BUY
$271.18 - $303.12 $509,818 - $569,865
1,880 Added 0.75%
251,292 $68.7 Million
Q4 2024

Jan 07, 2025
BUY
$280.04 - $302.45 $16.4 Million - $17.7 Million
58,592 Added 30.71%
249,412 $72.3 Million
Q3 2024

Oct 16, 2024
BUY
$255.18 - $283.2 $2.13 Million - $2.36 Million
8,339 Added 4.57%
190,820 $54 Million
Q2 2024

Aug 14, 2024
BUY
$245.23 - $269.4 $3.37 Million - $3.7 Million
13,738 Added 8.14%
182,481 $48.8 Million
Q1 2024

May 01, 2024
BUY
$232.77 - $260.14 $58,658 - $65,555
252 Added 0.15%
168,743 $43.9 Million
Q4 2023

Jan 23, 2024
SELL
$203.12 - $238.25 $514,706 - $603,725
-2,534 Reduced 1.48%
168,491 $40 Million
Q3 2023

Nov 03, 2023
BUY
$211.41 - $228.35 $690,042 - $745,334
3,264 Added 1.95%
171,025 $36.3 Million
Q2 2023

Jul 19, 2023
SELL
$200.75 - $220.28 $1.13 Million - $1.24 Million
-5,623 Reduced 3.24%
167,761 $37 Million
Q1 2023

Apr 24, 2023
SELL
$189.85 - $210.01 $386,344 - $427,370
-2,035 Reduced 1.16%
173,384 $35.4 Million
Q4 2022

Feb 08, 2023
BUY
$179.3 - $204.18 $1.44 Million - $1.64 Million
8,030 Added 4.8%
175,419 $33.5 Million
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $611,454 - $736,729
3,407 Added 2.08%
167,389 $30 Million
Q2 2022

Aug 11, 2022
SELL
$183.02 - $230.52 $487,382 - $613,874
-2,663 Reduced 1.6%
163,982 $30.9 Million
Q1 2022

May 03, 2022
BUY
$209.9 - $242.97 $209,900 - $242,970
1,000 Added 0.6%
166,645 $37.9 Million
Q4 2021

Feb 11, 2022
BUY
$221.73 - $242.96 $798,228 - $874,656
3,600 Added 2.22%
165,645 $40 Million
Q3 2021

Nov 08, 2021
BUY
$219.23 - $234.37 $276,229 - $295,306
1,260 Added 0.78%
162,045 $36 Million
Q2 2021

Aug 16, 2021
BUY
$209.28 - $222.82 $3.16 Million - $3.36 Million
15,096 Added 10.36%
160,785 $36.4 Million
Q1 2021

Apr 28, 2021
SELL
$191.87 - $208.85 $121,837 - $132,619
-635 Reduced 0.43%
145,689 $30.1 Million
Q4 2020

Feb 12, 2021
SELL
$166.99 - $194.64 $216,586 - $252,448
-1,297 Reduced 0.88%
146,324 $28.5 Million
Q3 2020

Nov 04, 2020
SELL
$157.44 - $181.24 $47,546 - $54,734
-302 Reduced 0.2%
147,621 $25.1 Million
Q2 2020

Aug 05, 2020
BUY
$122.96 - $164.1 $775,631 - $1.04 Million
6,308 Added 4.45%
147,923 $23.2 Million
Q1 2020

Apr 27, 2020
BUY
$111.91 - $172.17 $1.93 Million - $2.97 Million
17,239 Added 13.86%
141,615 $18.3 Million
Q4 2019

Feb 14, 2020
BUY
$146.61 - $164.29 $18.2 Million - $20.4 Million
124,376 New
124,376 $20.4 Million

Others Institutions Holding VTI

# of Institutions
3,397
Shares Held
473M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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