Regent Peak Wealth Advisors LLC VUG Holdings History
Regent Peak Wealth Advisors LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 46,702.00 shares of Vanguard Growth ETF(VUG), totaling $17.32 Mil. This investment constitutes 4.09% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 8 purchases of VUG, at an average price of $281.26, for a total of 126,685.00 shares. In addition, there have been 13 sales at an average price of $369.75 for 79,983.00 shares. Based on historical transaction data and VUG's current price of $447.28, Regent Peak Wealth Advisors LLC's estimated gain on his VUG holdings is $14.83 Mil, reflecting a 41.62% gain to date.
Regent Peak Wealth Advisors LLC VUG ($447.28) Holding Chart
Regent Peak Wealth Advisors LLC VUG ($447.28) 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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