REGENT PEAK WEALTH ADVISORS LLC – Vanguard Mid Cap Index Fund Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$284,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.03% | 30 shares | -7K | $187.98 | 1.51K |
| Q2 2022 | share | 0.00% | 0 shares | -61K | $196.97 | 1.48K | |
| Q1 2022 | share | Decrease | -6.80% | -108 shares | -53K | $237.84 | 1.48K |
| Q4 2021 | share | Increase | +10.12% | 146 shares | 63K | $254.95 | 1.58K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $236.76 | 1.44K | |
| Q2 2021 | share | Decrease | -0.62% | -9 shares | 26K | $236.75 | 1.44K |
| Q1 2021 | share | Decrease | -36.87% | -848 shares | -155K | $220.14 | 1.45K |
| Q4 2020 | share | Increase | +5.17% | 113 shares | 90K | $205.06 | 2.3K |
| Q3 2020 | share | Increase | +0.05% | 1 shares | 28K | $174.01 | 2.18K |
| Q2 2020 | share | Decrease | -27.33% | -822 shares | -38K | $161.2 | 2.18K |
| Q1 2020 | share | Decrease | -20.63% | -782 shares | -279K | $128.95 | 3.00K |
| Q4 2019 | share | Increase | 0.00% | 3.79K shares | 675K | $173.69 | 3.79K |