Steel Peak Wealth Management LLC Vanguard Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$59.19 - $60.79 $241,199 - $247,719	-4,075 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$60.79 - $61.43 $387,718 - $391,800	-6,378 Reduced 61.02%	4,075 $248,000
Q3 2021 Nov 15, 2021	SELL	$61.39 - $61.54 $89,445 - $89,663	-1,457 Reduced 12.23%	10,453 $642,000
Q2 2021 Aug 13, 2021	SELL	$61.41 - $61.64 $196,266 - $197,001	-3,196 Reduced 21.16%	11,910 $732,000
Q1 2021 May 18, 2021	SELL	$61.49 - $61.63 $22,689 - $22,741	-369 Reduced 2.38%	15,106 $929,000
Q4 2020 Feb 04, 2021	SELL	$61.6 - $62.06 $196,565 - $198,033	-3,191 Reduced 17.1%	15,475 $953,000
Q3 2020 Oct 26, 2020	BUY	$62.07 - $62.21 $270,376 - $270,986	4,356 Added 30.44%	18,666 $1.16 Million
Q2 2020 Jul 21, 2020	BUY	$62.08 - $62.28 $888,364 - $891,226	14,310 New	14,310 $890,000

Others Institutions Holding VGSH

# of Institutions

918

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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