Regent Peak Wealth Advisors LLC Vanguard Information Technolog Transaction History

Regent Peak Wealth Advisors LLC

$509 Million
Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,399 shares of VGT stock, worth $1.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,399

Previous 2,490 3.65%

Holding current value

$1.8 Million

Previous $1.35 Million 32.47%

% of portfolio

0.35%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$656.44 - $753.15 $59,736 - $68,536	-91 Reduced 3.65%	2,399 $1.79 Million
Q1 2025 Apr 14, 2025	SELL	$542.38 - $646.34 $8,135 - $9,695	-15 Reduced 0.6%	2,490 $1.35 Million
Q3 2024 Oct 16, 2024	SELL	$514.43 - $606.85 $109,059 - $128,652	-212 Reduced 7.8%	2,505 $1.47 Million
Q2 2024 Aug 14, 2024	BUY	$479.9 - $588.82 $94,540 - $115,997	197 Added 7.82%	2,717 $1.57 Million
Q1 2024 May 01, 2024	SELL	$462.18 - $530.16 $169,620 - $194,568	-367 Reduced 12.71%	2,520 $1.32 Million
Q4 2023 Jan 23, 2024	SELL	$399.56 - $486.79 $53,940 - $65,716	-135 Reduced 4.47%	2,887 $1.4 Million
Q3 2023 Nov 03, 2023	SELL	$409.4 - $459.58 $15,557 - $17,464	-38 Reduced 1.24%	3,022 $1.25 Million
Q2 2023 Jul 19, 2023	SELL	$368.4 - $443.39 $20,998 - $25,273	-57 Reduced 1.83%	3,060 $1.35 Million
Q1 2023 Apr 24, 2023	SELL	$311.14 - $385.47 $31,114 - $38,547	-100 Reduced 3.11%	3,117 $1.2 Million
Q4 2022 Feb 08, 2023	BUY	$300.84 - $349.17 $107,399 - $124,653	357 Added 12.48%	3,217 $1.03 Million
Q2 2022 Aug 11, 2022	BUY	$315.97 - $423.43 $74,568 - $99,929	236 Added 8.99%	2,860 $933,000
Q4 2021 Feb 11, 2022	BUY	$396.99 - $466.1 $148,474 - $174,321	374 Added 16.62%	2,624 $1.2 Million
Q1 2021 Apr 28, 2021	BUY	$339.41 - $380.61 $5,091 - $5,709	15 Added 0.67%	2,250 $806,000
Q3 2020 Nov 04, 2020	SELL	$279.37 - $338.36 $6,984 - $8,459	-25 Reduced 1.11%	2,235 $696,000
Q1 2020 Apr 27, 2020	BUY	$185.49 - $273.21 $4,637 - $6,830	25 Added 1.12%	2,260 $478,000
Q4 2019 Feb 14, 2020	BUY	$209.61 - $245.73 $468,478 - $549,206	2,235 New	2,235 $547,000

Others Institutions Holding VGT

# of Institutions

2,025

Shares Held

55.2M

Call Options Held

877K

Put Options Held

443K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

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.

Account

Regent Peak Wealth Advisors LLC Vanguard Information Technolog Transaction History