Regent Peak Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

Regent Peak Wealth Advisors LLC

$441 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$71.64 - $76.32 $126,874 - $135,162	-1,771 Reduced 34.5%	3,362 $249,000
Q3 2022 Nov 14, 2022	SELL	$72.72 - $79.93 $7,053 - $7,753	-97 Reduced 1.85%	5,133 $377,000
Q2 2022 Aug 11, 2022	SELL	$75.37 - $81.44 $194,228 - $209,870	-2,577 Reduced 33.01%	5,230 $406,000
Q1 2022 May 03, 2022	SELL	$81.03 - $87.06 $17,988 - $19,327	-222 Reduced 2.76%	7,807 $639,000
Q4 2021 Feb 11, 2022	SELL	$87.51 - $89.66 $167,844 - $171,967	-1,918 Reduced 19.28%	8,029 $704,000
Q3 2021 Nov 08, 2021	SELL	$89.41 - $91.32 $60,351 - $61,640	-675 Reduced 6.35%	9,947 $890,000
Q2 2021 Aug 16, 2021	SELL	$88.27 - $90.15 $260,837 - $266,393	-2,955 Reduced 21.76%	10,622 $968,000
Q1 2021 Apr 28, 2021	SELL	$88.61 - $92.83 $33,228 - $34,811	-375 Reduced 2.69%	13,577 $1.2 Million
Q4 2020 Feb 12, 2021	SELL	$92.55 - $93.62 $86,811 - $87,815	-938 Reduced 6.3%	13,952 $1.3 Million
Q3 2020 Nov 04, 2020	BUY	$93.08 - $94.37 $225,998 - $229,130	2,428 Added 19.48%	14,890 $1.39 Million
Q2 2020 Aug 05, 2020	SELL	$88.97 - $93.19 $7,384 - $7,734	-83 Reduced 0.66%	12,462 $1.16 Million
Q1 2020 Apr 27, 2020	SELL	$83.77 - $92.22 $85,361 - $93,972	-1,019 Reduced 7.51%	12,545 $1.12 Million
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $1.18 Million - $1.2 Million	13,564 New	13,564 $1.18 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.