Steel Peak Wealth Management LLC Vanguard Total World Stk Index Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,645 shares of VT stock, worth $312,268. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,645
Previous 25,132 89.48%
Holding current value
$312,268
Previous $2.83 Million 88.83%
% of portfolio
0.01%
Previous 0.13%

Shares

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

Oct 25, 2024
SELL
$107.72 - $119.96 $2.42 Million - $2.7 Million
-22,487 Reduced 89.48%
2,645 $316,000
Q2 2024

Jul 16, 2024
BUY
$104.94 - $113.51 $2.36 Million - $2.55 Million
22,488 Added 850.53%
25,132 $2.83 Million
Q1 2024

Apr 17, 2024
SELL
$100.68 - $110.5 $1.52 Million - $1.67 Million
-15,131 Reduced 85.13%
2,644 $292,000
Q4 2023

Jan 23, 2024
BUY
$88.97 - $103.1 $1.35 Million - $1.57 Million
15,220 Added 595.69%
17,775 $1.83 Million
Q3 2023

Nov 02, 2023
SELL
$92.79 - $100.59 $6.67 Million - $7.23 Million
-71,873 Reduced 96.57%
2,555 $238,000
Q2 2023

Aug 02, 2023
BUY
$91.33 - $98.06 $4.89 Million - $5.25 Million
53,534 Added 256.22%
74,428 $7.22 Million
Q1 2023

May 05, 2023
SELL
$86.24 - $94.55 $1.95 Million - $2.13 Million
-22,556 Reduced 51.91%
20,894 $1.92 Million
Q4 2022

Jan 25, 2023
BUY
$78.67 - $91.07 $3.42 Million - $3.96 Million
43,450 New
43,450 $0
Q1 2022

May 10, 2022
SELL
$93.8 - $108.09 $612,232 - $705,503
-6,527 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$101.45 - $109.23 $662,164 - $712,944
6,527 New
6,527 $701,000

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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