Regent Peak Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

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 1,601 shares of VIG stock, worth $291,622. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,601
Previous 1,531 4.57%
Holding current value
$291,622
Previous $278,000 4.68%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Apr 14, 2025
BUY
N/A
70 Added 4.57%
1,601 $291,000
Q4 2024

Jan 07, 2025
BUY
N/A
156 Added 11.35%
1,531 $278,000
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $250,456 - $250,456
1,375 New
1,375 $250,000
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $193,473 - $208,045
1,314 New
1,314 $202,000
Q1 2021

Apr 28, 2021
SELL
N/A
-750 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
750 New
750 $106,000

Others Institutions Holding VIG

# of Institutions
2,544
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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