SteelPeak Wealth, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1801868
WOODLAND HILLS, CA
All Filings in VTEC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,694 | 6,657 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $659,575 | 6,657 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,470,513 | 14,667 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,787,678 | 17,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,171,334 | 22,245 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,695,569 | 27,394 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,726,798 | 27,394 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||