Steel Peak Wealth Management LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 17,832 shares of VOO stock, worth $10 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

17,832

Previous 5,012 255.79%

Holding current value

$10 Million

Previous $2.64 Million 263.39%

% of portfolio

0.4%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $6.69 Million - $7.16 Million	12,820 Added 255.79%	17,832 $9.61 Million
Q3 2024 Oct 25, 2024	SELL	$475.2 - $527.7 $4.88 Million - $5.42 Million	-10,266 Reduced 67.19%	5,012 $2.64 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $1.8 Million - $1.99 Million	3,956 Added 34.94%	15,278 $7.64 Million
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $1.64 Million - $1.84 Million	-3,814 Reduced 25.2%	11,322 $5.44 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $3.84 Million - $4.46 Million	10,188 Added 205.9%	15,136 $6.61 Million
Q3 2023 Nov 02, 2023	SELL	$392.7 - $420.68 $10.3 Million - $11 Million	-26,193 Reduced 84.11%	4,948 $1.94 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $9.61 Million - $10.5 Million	25,860 Added 489.68%	31,141 $12.7 Million
Q1 2023 May 05, 2023	SELL	$348.66 - $382.94 $1.94 Million - $2.13 Million	-5,555 Reduced 51.26%	5,281 $1.99 Million
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $11.8 Million - $13.5 Million	-36,023 Reduced 76.88%	10,836 $0
Q3 2022 Oct 26, 2022	BUY	$328.3 - $395.04 $12.1 Million - $14.6 Million	36,947 Added 372.75%	46,859 $15.5 Million
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $7.34 Million - $9.14 Million	-21,771 Reduced 68.72%	9,912 $3.45 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $1.51 Million - $1.73 Million	3,935 Added 14.18%	31,683 $13.2 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $10.3 Million - $11.5 Million	26,112 Added 1596.09%	27,748 $12.1 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $285,977 - $305,046	732 Added 80.97%	1,636 $645,000
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $900,887 - $964,901	-2,447 Reduced 73.02%	904 $356,000
Q1 2021 May 18, 2021	SELL	$339.03 - $365.24 $1.96 Million - $2.11 Million	-5,789 Reduced 63.34%	3,351 $1.22 Million
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $2.74 Million - $3.14 Million	9,140 New	9,140 $3.14 Million
Q1 2020 Apr 16, 2020	SELL	$204.27 - $310.92 $2.3 Million - $3.5 Million	-11,252 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$264.57 - $296.67 $2.98 Million - $3.34 Million	11,252 New	11,252 $3.33 Million

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Steel Peak Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History