Regent Peak Wealth Advisors LLC Vanguard Industrial ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,000 shares of VIS stock, worth $259,300. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$259,300
Previous $235,000 10.64%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$183.76 - $221.15 $183,760 - $221,150
1,000 New
1,000 $220,000
Q2 2023

Jul 19, 2023
SELL
$182.94 - $205.53 $13,171 - $14,798
-72 Reduced 6.72%
1,000 $205,000
Q1 2023

Apr 24, 2023
BUY
$181.58 - $196.87 $194,653 - $211,044
1,072 New
1,072 $204,000
Q2 2022

Aug 11, 2022
SELL
$159.78 - $193.45 $171,284 - $207,378
-1,072 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$141.72 - $170.63 $151,923 - $182,915
1,072 New
1,072 $182,000
Q1 2020

Apr 27, 2020
SELL
$91.89 - $160.43 $152,353 - $265,992
-1,658 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$139.34 - $155.5 $231,025 - $257,819
1,658 New
1,658 $255,000

Others Institutions Holding VIS

# of Institutions
493
Shares Held
12.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email