Steel Peak Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 11,118 shares of VIG stock, worth $2.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,118

Previous 11,254 1.21%

Holding current value

$2.03 Million

Previous $2.05 Million 1.41%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$182.15 - $182.15 $24,772 - $24,772	-136 Reduced 1.21%	11,118 $2.03 Million
Q2 2024 Jul 16, 2024	SELL	$173.33 - $185.29 $761,958 - $814,534	-4,396 Reduced 28.09%	11,254 $2.05 Million
Q1 2024 Apr 17, 2024	BUY	$168.47 - $182.98 $36,052 - $39,157	214 Added 1.39%	15,650 $2.86 Million
Q4 2023 Jan 23, 2024	BUY	$150.16 - $171.16 $112,920 - $128,712	752 Added 5.12%	15,436 $2.63 Million
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $679,165 - $729,738	4,371 Added 42.38%	14,684 $2.28 Million
Q2 2023 Aug 02, 2023	BUY	$152.74 - $162.43 $1.58 Million - $1.68 Million	10,313 New	10,313 $1.68 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-1,415 Closed	0 $0
Q1 2021 May 18, 2021	BUY	N/A	1,415 New	1,415 $208,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Steel Peak Wealth Management LLC Vanguard Dividend Appreciation Transaction History