Steel Peak Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Steel Peak Wealth Management LLC

  • $2.85 Billion
  • Q3 2025

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 14,200 shares of VIG stock, worth $2.59 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,200
Previous 12,497 13.63%
Holding current value
$2.59 Million
Previous $2.28 Million 13.62%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
1,703 Added 13.63%
14,200 $2.59 Million
Q2 2025

Jul 22, 2025
BUY
N/A
1,581 Added 14.48%
12,497 $2.28 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-556 Reduced 4.85%
10,916 $1.99 Million
Q4 2024

Jan 22, 2025
BUY
N/A
354 Added 3.18%
11,472 $2.09 Million
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
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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