Regent Peak Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,375 shares of VIG stock, worth $250,456. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,375Holding current value
$250,456% of portfolio
0.06%Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio