Regent Peak Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$365K	Buy
2025 Q1	$311K	Buy
2024 Q4	$300K	Buy
2024 Q3	$272K	Buy
2023 Q2	–	Sell
2023 Q1	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$106K	Buy