Steel Peak Wealth Management LLC Vanguard Total World Stk Index Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 78,226 shares of VT stock, worth $8.7 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

78,226

Previous 2,645 2857.5%

Holding current value

$8.7 Million

Previous $316,000 2807.91%

% of portfolio

0.38%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $8.85 Million - $9.3 Million	75,581 Added 2857.5%	78,226 $9.19 Million
Q3 2024 Oct 25, 2024	SELL	$107.72 - $119.96 $2.42 Million - $2.7 Million	-22,487 Reduced 89.48%	2,645 $316,000
Q2 2024 Jul 16, 2024	BUY	$104.94 - $113.51 $2.36 Million - $2.55 Million	22,488 Added 850.53%	25,132 $2.83 Million
Q1 2024 Apr 17, 2024	SELL	$100.68 - $110.5 $1.52 Million - $1.67 Million	-15,131 Reduced 85.13%	2,644 $292,000
Q4 2023 Jan 23, 2024	BUY	$88.97 - $103.1 $1.35 Million - $1.57 Million	15,220 Added 595.69%	17,775 $1.83 Million
Q3 2023 Nov 02, 2023	SELL	$92.79 - $100.59 $6.67 Million - $7.23 Million	-71,873 Reduced 96.57%	2,555 $238,000
Q2 2023 Aug 02, 2023	BUY	$91.33 - $98.06 $4.89 Million - $5.25 Million	53,534 Added 256.22%	74,428 $7.22 Million
Q1 2023 May 05, 2023	SELL	$86.24 - $94.55 $1.95 Million - $2.13 Million	-22,556 Reduced 51.91%	20,894 $1.92 Million
Q4 2022 Jan 25, 2023	BUY	$78.67 - $91.07 $3.42 Million - $3.96 Million	43,450 New	43,450 $0
Q1 2022 May 10, 2022	SELL	$93.8 - $108.09 $612,232 - $705,503	-6,527 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$101.45 - $109.23 $662,164 - $712,944	6,527 New	6,527 $701,000

Others Institutions Holding VT

# of Institutions

1,094

Shares Held

99.7M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Steel Peak Wealth Management LLC Vanguard Total World Stk Index Transaction History