STEEL PEAK WEALTH MANAGEMENT LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$2.76M
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -21.02% | -15.26K shares | -864K | $48.14 | 57.33K |
Q2 2022 | share | Increase | +2.52% | 1.78K shares | -26K | $49.92 | 72.59K |
Q1 2022 | share | Decrease | -2.91% | -2.12K shares | -355K | $51.55 | 70.81K |
Q4 2021 | share | Increase | +27.89% | 15.90K shares | 882K | $54.93 | 72.93K |
Q3 2021 | share | Increase | +4.05% | 2.22K shares | 92K | $54.55 | 57.02K |
Q2 2021 | share | Increase | +7.62% | 3.88K shares | 248K | $54.86 | 54.80K |
Q1 2021 | share | Decrease | -1.51% | -783 shares | -71K | $53.98 | 50.92K |
Q4 2020 | share | Increase | +1.28% | 652 shares | 74K | $54.36 | 51.71K |
Q3 2020 | share | Increase | +17.13% | 7.46K shares | 420K | $53.28 | 51.05K |
Q2 2020 | share | Increase | +27.50% | 9.40K shares | 551K | $52.73 | 43.59K |
Q1 2020 | share | Decrease | -0.92% | -319 shares | -39K | $51.23 | 34.18K |
Q4 2019 | share | Increase | 0.00% | 34.50K shares | 1.84M | $51.68 | 34.50K |