Steel Peak Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 20,628 shares of VTIP stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,628

Previous 21,478 3.96%

Holding current value

$1.03 Million

Previous $1.06 Million 5.76%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$48.33 - $49.08 $41,080 - $41,718	-850 Reduced 3.96%	20,628 $998,000
Q3 2024 Oct 25, 2024	SELL	$48.06 - $49.39 $51,952 - $53,390	-1,081 Reduced 4.79%	21,478 $1.06 Million
Q2 2024 Jul 16, 2024	SELL	$47.74 - $48.54 $32,415 - $32,958	-679 Reduced 2.92%	22,559 $1.1 Million
Q1 2024 Apr 17, 2024	SELL	$47.38 - $47.91 $26,011 - $26,302	-549 Reduced 2.31%	23,238 $1.11 Million
Q4 2023 Jan 23, 2024	SELL	$46.72 - $48.12 $195,569 - $201,430	-4,186 Reduced 14.96%	23,787 $1.13 Million
Q3 2023 Nov 02, 2023	BUY	$46.9 - $47.47 $57,827 - $58,530	1,233 Added 4.61%	27,973 $1.32 Million
Q2 2023 Aug 02, 2023	BUY	$47.37 - $48.0 $19,279 - $19,536	407 Added 1.55%	26,740 $1.27 Million
Q1 2023 May 05, 2023	SELL	$46.62 - $47.83 $44,382 - $45,534	-952 Reduced 3.49%	26,333 $1.26 Million
Q4 2022 Jan 25, 2023	SELL	$46.71 - $48.22 $3,736 - $3,857	-80 Reduced 0.29%	27,285 $0
Q3 2022 Oct 26, 2022	SELL	$48.11 - $50.34 $1,731 - $1,812	-36 Reduced 0.13%	27,365 $1.32 Million
Q2 2022 Aug 02, 2022	SELL	$50.05 - $51.06 $28,078 - $28,644	-561 Reduced 2.01%	27,401 $1.37 Million
Q1 2022 May 10, 2022	BUY	$50.6 - $52.11 $1.41 Million - $1.46 Million	27,962 New	27,962 $1.43 Million

Others Institutions Holding VTIP

# of Institutions

827

Shares Held

1.08B

Call Options Held

9.2K

Put Options Held

100

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
Sector ETFs
Industry ETFs

More about VTIP

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 Sht Trm Inflt Prot Fd Transaction History