Steel Peak Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 1,918 shares of VBK stock, worth $452,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,918

Previous 1,120 71.25%

Holding current value

$452,820

Previous $299,000 79.6%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$264.18 - $304.19 $210,815 - $242,743	798 Added 71.25%	1,918 $537,000
Q2 2024 Jul 16, 2024	SELL	$237.63 - $258.31 $23,763 - $25,831	-100 Reduced 8.2%	1,120 $280,000
Q1 2024 Apr 17, 2024	SELL	$231.0 - $260.72 $22,869 - $25,811	-99 Reduced 7.51%	1,220 $318,000
Q4 2023 Jan 23, 2024	BUY	$196.36 - $245.46 $19,439 - $24,300	99 Added 8.11%	1,319 $318,000
Q3 2023 Nov 02, 2023	BUY	$210.59 - $239.48 $38,959 - $44,303	185 Added 17.87%	1,220 $261,000
Q2 2023 Aug 02, 2023	BUY	$209.12 - $229.74 $216,439 - $237,780	1,035 New	1,035 $237,000
Q1 2022 May 10, 2022	SELL	$224.28 - $282.83 $175,611 - $221,455	-783 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$269.22 - $305.79 $210,799 - $239,433	783 New	783 $221,000

Others Institutions Holding VBK

# of Institutions

1,223

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
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Steel Peak Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History