Steel Peak Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,021 shares of VOT stock, worth $493,346. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,021
Previous 2,019 0.1%
Holding current value
$493,346
Previous $491,000 4.28%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$241.48 - $274.89 $482 - $549
2 Added 0.1%
2,021 $512,000
Q3 2024

Oct 25, 2024
BUY
$218.05 - $243.47 $4,142 - $4,625
19 Added 0.95%
2,019 $491,000
Q2 2024

Jul 16, 2024
SELL
$218.75 - $234.97 $110,906 - $119,129
-507 Reduced 20.22%
2,000 $459,000
Q1 2024

Apr 17, 2024
BUY
$212.21 - $235.79 $107,590 - $119,545
507 Added 25.35%
2,507 $591,000
Q3 2023

Nov 02, 2023
SELL
$191.65 - $213.93 $25,872 - $28,880
-135 Reduced 6.32%
2,000 $389,000
Q2 2023

Aug 02, 2023
BUY
$186.22 - $205.77 $397,579 - $439,318
2,135 New
2,135 $439,000

Others Institutions Holding VOT

# of Institutions
1,059
Shares Held
42.3M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email