Steel Peak Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,464 shares of VNQ stock, worth $400,019. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,464

Previous 3,663 21.87%

Holding current value

$400,019

Previous $356,000 11.52%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.85 - $98.6 $70,367 - $78,978	801 Added 21.87%	4,464 $397,000
Q3 2024 Oct 25, 2024	BUY	$82.97 - $98.97 $1,161 - $1,385	14 Added 0.38%	3,663 $356,000
Q2 2024 Jul 16, 2024	SELL	$78.61 - $85.97 $29,400 - $32,152	-374 Reduced 9.3%	3,649 $305,000
Q1 2024 Apr 17, 2024	SELL	$82.58 - $89.12 $330 - $356	-4 Reduced 0.1%	4,023 $347,000
Q4 2023 Jan 23, 2024	SELL	$71.05 - $89.54 $56,200 - $70,826	-791 Reduced 16.42%	4,027 $355,000
Q3 2023 Nov 02, 2023	BUY	$75.44 - $86.89 $8,675 - $9,992	115 Added 2.45%	4,818 $364,000
Q2 2023 Aug 02, 2023	BUY	$78.4 - $83.98 $368,715 - $394,957	4,703 New	4,703 $392,000

Others Institutions Holding VNQ

# of Institutions

1,822

Shares Held

238M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Steel Peak Wealth Management LLC Vanguard Specialized Funds Van Transaction History