Steel Peak Wealth Management LLC Vanguard Energy 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 Energy ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,797 shares of VDE stock, worth $333,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,797
Previous 3,008 7.01%
Holding current value
$333,234
Previous $368,000 7.88%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 22, 2025
SELL
$116.67 - $136.78 $24,617 - $28,860
-211 Reduced 7.01%
2,797 $339,000
Q3 2024

Oct 25, 2024
BUY
$117.44 - $131.06 $83,147 - $92,790
708 Added 30.78%
3,008 $368,000
Q2 2024

Jul 16, 2024
SELL
$123.17 - $136.7 $54,687 - $60,694
-444 Reduced 16.18%
2,300 $293,000
Q1 2024

Apr 17, 2024
SELL
$111.77 - $131.7 $82,039 - $96,667
-734 Reduced 21.1%
2,744 $361,000
Q4 2023

Jan 23, 2024
SELL
$113.37 - $128.78 $5,668 - $6,439
-50 Reduced 1.42%
3,478 $407,000
Q3 2023

Nov 02, 2023
BUY
$110.08 - $130.52 $27,850 - $33,021
253 Added 7.73%
3,528 $447,000
Q2 2023

Aug 02, 2023
SELL
$105.87 - $119.99 $1,693 - $1,919
-16 Reduced 0.49%
3,275 $369,000
Q1 2023

May 05, 2023
SELL
$106.22 - $128.7 $45,993 - $55,727
-433 Reduced 11.63%
3,291 $375,000
Q4 2022

Jan 25, 2023
BUY
$107.13 - $131.88 $42,852 - $52,752
400 Added 12.03%
3,724 $0
Q2 2022

Aug 02, 2022
SELL
$97.94 - $128.99 $33,299 - $43,856
-340 Reduced 9.28%
3,324 $331,000
Q1 2022

May 10, 2022
BUY
$80.1 - $110.55 $4,565 - $6,301
57 Added 1.58%
3,664 $392,000
Q4 2021

Jan 31, 2022
BUY
$74.1 - $83.72 $267,278 - $301,978
3,607 New
3,607 $280,000

Others Institutions Holding VDE

# of Institutions
742
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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