Steel Peak Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 3,663 shares of VNQ stock, worth $352,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,663
Previous 3,649 0.38%
Holding current value
$352,527
Previous $305,000 16.72%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$82.97 - $98.97 $1,161 - $1,385
14 Added 0.38%
3,663 $356,000
Q2 2024

Jul 16, 2024
SELL
$78.61 - $85.97 $29,400 - $32,152
-374 Reduced 9.3%
3,649 $305,000
Q1 2024

Apr 17, 2024
SELL
$82.58 - $89.12 $330 - $356
-4 Reduced 0.1%
4,023 $347,000
Q4 2023

Jan 23, 2024
SELL
$71.05 - $89.54 $56,200 - $70,826
-791 Reduced 16.42%
4,027 $355,000
Q3 2023

Nov 02, 2023
BUY
$75.44 - $86.89 $8,675 - $9,992
115 Added 2.45%
4,818 $364,000
Q2 2023

Aug 02, 2023
BUY
$78.4 - $83.98 $368,715 - $394,957
4,703 New
4,703 $392,000

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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