Regent Peak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Regent Peak Wealth Advisors LLC

$449 Million
Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,168 shares of VOO stock, worth $647,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,168

Previous 1,168 -0.0%

Holding current value

$647,609

Previous $629,000 -0.0%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$475.2 - $527.7 $31,363 - $34,828	-66 Reduced 5.35%	1,168 $616,000
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $20,024 - $22,188	-44 Reduced 3.44%	1,234 $617,000
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $70,558 - $81,941	-187 Reduced 12.76%	1,278 $558,000
Q3 2023 Nov 03, 2023	SELL	$392.7 - $420.68 $7,854 - $8,413	-20 Reduced 1.35%	1,465 $575,000
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $92,252 - $111,006	-281 Reduced 15.91%	1,485 $489,000
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $92,020 - $114,619	273 Added 18.29%	1,766 $612,000
Q1 2022 May 03, 2022	SELL	$382.7 - $439.25 $21,048 - $24,158	-55 Reduced 3.55%	1,493 $620,000
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $256,630 - $285,795	651 Added 72.58%	1,548 $676,000
Q3 2021 Nov 08, 2021	BUY	$390.68 - $416.73 $781 - $833	2 Added 0.22%	897 $354,000
Q2 2021 Aug 16, 2021	BUY	$368.16 - $394.32 $1,472 - $1,577	4 Added 0.45%	895 $361,000
Q1 2021 Apr 28, 2021	BUY	$339.03 - $365.24 $7,119 - $7,670	21 Added 2.41%	891 $324,000
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $5,396 - $6,186	18 Added 2.11%	870 $299,000
Q3 2020 Nov 04, 2020	BUY	$285.37 - $328.74 $21,688 - $24,984	76 Added 9.79%	852 $262,000
Q2 2020 Aug 05, 2020	BUY	$226.15 - $297.17 $175,492 - $230,603	776 New	776 $220,000

Others Institutions Holding VOO

# of Institutions

3,190

Shares Held

389M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Regent Peak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History