Regent Peak Wealth Advisors LLC VTI Holdings History
Regent Peak Wealth Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 251,292.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $69.06 Mil. This investment constitutes 16.3% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 13 purchases of VTI, at an average price of $246.18, for a total of 513,913.00 shares. In addition, there have been 8 sales at an average price of $285.63 for 262,621.00 shares. Based on historical transaction data and VTI's current price of $309.80, Regent Peak Wealth Advisors LLC's estimated gain on his VTI holdings is $26.35 Mil, reflecting a 20.83% gain to date.
Regent Peak Wealth Advisors LLC VTI ($309.80) Holding Chart
Regent Peak Wealth Advisors LLC VTI ($309.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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