Steel Peak Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,638 shares of VBR stock, worth $541,581. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,638
Previous 1,899 38.92%
Holding current value
$541,581
Previous $381,000 37.01%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $145,849 - $160,584
739 Added 38.92%
2,638 $522,000
Q3 2024

Oct 25, 2024
BUY
$179.99 - $201.6 $2,339 - $2,620
13 Added 0.69%
1,899 $381,000
Q2 2024

Jul 16, 2024
BUY
$177.65 - $191.11 $7,461 - $8,026
42 Added 2.28%
1,886 $344,000
Q1 2024

Apr 17, 2024
SELL
$172.45 - $191.88 $25,177 - $28,014
-146 Reduced 7.34%
1,844 $353,000
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $21,780 - $26,563
146 Added 7.92%
1,990 $358,000
Q2 2023

Aug 02, 2023
BUY
$150.74 - $165.4 $277,964 - $304,997
1,844 New
1,844 $304,000

Others Institutions Holding VBR

# of Institutions
1,590
Shares Held
93.7M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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