Steel Peak Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 60,311 shares of VTEB stock, worth $3.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

60,311

Previous 61,329 1.66%

Holding current value

$3.01 Million

Previous $3.07 Million 0.33%

% of portfolio

0.14%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$49.93 - $51.15 $50,828 - $52,070	-1,018 Reduced 1.66%	60,311 $3.08 Million
Q2 2024 Jul 16, 2024	SELL	$49.55 - $50.44 $415,129 - $422,586	-8,378 Reduced 12.02%	61,329 $3.07 Million
Q1 2024 Apr 17, 2024	BUY	$50.36 - $51.06 $1.36 Million - $1.38 Million	27,056 Added 63.44%	69,707 $3.53 Million
Q4 2023 Jan 23, 2024	SELL	$47.36 - $51.14 $1.44 Million - $1.56 Million	-30,506 Reduced 41.7%	42,651 $2.18 Million
Q3 2023 Nov 02, 2023	SELL	$48.03 - $50.5 $399,993 - $420,564	-8,328 Reduced 10.22%	73,157 $3.52 Million
Q2 2023 Aug 02, 2023	BUY	$49.5 - $51.06 $116,077 - $119,735	2,345 Added 2.96%	81,485 $4.09 Million
Q1 2023 May 05, 2023	BUY	$49.32 - $51.02 $2.27 Million - $2.35 Million	46,049 Added 139.16%	79,140 $4.01 Million
Q4 2022 Jan 25, 2023	SELL	$47.5 - $50.06 $1.15 Million - $1.21 Million	-24,245 Reduced 42.29%	33,091 $0
Q3 2022 Oct 26, 2022	SELL	$48.11 - $51.14 $734,206 - $780,447	-15,261 Reduced 21.02%	57,336 $2.76 Million
Q2 2022 Aug 02, 2022	BUY	$49.13 - $51.51 $87,795 - $92,048	1,787 Added 2.52%	72,597 $3.62 Million
Q1 2022 May 10, 2022	SELL	$51.44 - $54.88 $109,310 - $116,620	-2,125 Reduced 2.91%	70,810 $3.65 Million
Q4 2021 Jan 31, 2022	BUY	$54.5 - $55.03 $866,877 - $875,307	15,906 Added 27.89%	72,935 $4.01 Million
Q3 2021 Nov 15, 2021	BUY	$54.77 - $55.59 $121,644 - $123,465	2,221 Added 4.05%	57,029 $3.12 Million
Q2 2021 Aug 13, 2021	BUY	$54.58 - $55.46 $211,824 - $215,240	3,881 Added 7.62%	54,808 $3.03 Million
Q1 2021 May 18, 2021	SELL	$54.36 - $55.51 $42,563 - $43,464	-783 Reduced 1.51%	50,927 $2.78 Million
Q4 2020 Feb 04, 2021	BUY	$54.06 - $55.19 $35,247 - $35,983	652 Added 1.28%	51,710 $2.85 Million
Q3 2020 Oct 26, 2020	BUY	$54.07 - $55.05 $403,794 - $411,113	7,468 Added 17.13%	51,058 $2.78 Million
Q2 2020 Jul 21, 2020	BUY	$51.64 - $54.14 $485,519 - $509,024	9,402 Added 27.5%	43,590 $2.36 Million
Q1 2020 Apr 16, 2020	SELL	$45.81 - $55.19 $14,613 - $17,605	-319 Reduced 0.92%	34,188 $1.81 Million
Q4 2019 Feb 06, 2020	BUY	$53.19 - $53.86 $1.84 Million - $1.86 Million	34,507 New	34,507 $1.85 Million

Others Institutions Holding VTEB

# of Institutions

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Steel Peak Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History