Steel Peak Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,012 shares of VOO stock, worth $2.77 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,012

Previous 15,278 67.19%

Holding current value

$2.77 Million

Previous $7.64 Million 65.39%

% of portfolio

0.12%

Previous 0.36%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$475.2 - $527.7 $4.88 Million - $5.42 Million	-10,266 Reduced 67.19%	5,012 $2.64 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $1.8 Million - $1.99 Million	3,956 Added 34.94%	15,278 $7.64 Million
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $1.64 Million - $1.84 Million	-3,814 Reduced 25.2%	11,322 $5.44 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $3.84 Million - $4.46 Million	10,188 Added 205.9%	15,136 $6.61 Million
Q3 2023 Nov 02, 2023	SELL	$392.7 - $420.68 $10.3 Million - $11 Million	-26,193 Reduced 84.11%	4,948 $1.94 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $9.61 Million - $10.5 Million	25,860 Added 489.68%	31,141 $12.7 Million
Q1 2023 May 05, 2023	SELL	$348.66 - $382.94 $1.94 Million - $2.13 Million	-5,555 Reduced 51.26%	5,281 $1.99 Million
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $11.8 Million - $13.5 Million	-36,023 Reduced 76.88%	10,836 $0
Q3 2022 Oct 26, 2022	BUY	$328.3 - $395.04 $12.1 Million - $14.6 Million	36,947 Added 372.75%	46,859 $15.5 Million
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $7.34 Million - $9.14 Million	-21,771 Reduced 68.72%	9,912 $3.45 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $1.51 Million - $1.73 Million	3,935 Added 14.18%	31,683 $13.2 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $10.3 Million - $11.5 Million	26,112 Added 1596.09%	27,748 $12.1 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $285,977 - $305,046	732 Added 80.97%	1,636 $645,000
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $900,887 - $964,901	-2,447 Reduced 73.02%	904 $356,000
Q1 2021 May 18, 2021	SELL	$339.03 - $365.24 $1.96 Million - $2.11 Million	-5,789 Reduced 63.34%	3,351 $1.22 Million
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $2.74 Million - $3.14 Million	9,140 New	9,140 $3.14 Million
Q1 2020 Apr 16, 2020	SELL	$204.27 - $310.92 $2.3 Million - $3.5 Million	-11,252 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$264.57 - $296.67 $2.98 Million - $3.34 Million	11,252 New	11,252 $3.33 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

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Steel Peak Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History