Regent Peak Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 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 1,531 shares of VIG stock, worth $278,871. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,531
Previous 1,531
-0.0%
Holding current value
$278,871
Previous $278,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio