Peak Financial Management, Inc. Vanguard Value ETF Transaction History

Peak Financial Management, Inc.

$308 Million
Q2 2024

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 6,020 shares of VTV stock, worth $1.05 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,020

Previous 6,051 0.51%

Holding current value

$1.05 Million

Previous $985,000 2.03%

% of portfolio

0.31%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$154.57 - $163.65 $4,791 - $5,073	-31 Reduced 0.51%	6,020 $965,000
Q1 2024 Apr 22, 2024	BUY	$147.46 - $162.86 $53,527 - $59,118	363 Added 6.38%	6,051 $985,000
Q4 2023 Jan 18, 2024	BUY	$131.82 - $149.95 $241,494 - $274,708	1,832 Added 47.51%	5,688 $850,000
Q3 2023 Oct 24, 2023	BUY	$137.93 - $147.18 $137 - $147	1 Added 0.03%	3,856 $531,000
Q2 2023 Jul 26, 2023	BUY	$134.74 - $142.42 $96,339 - $101,830	715 Added 22.77%	3,855 $547,000
Q1 2023 Apr 24, 2023	SELL	$132.13 - $144.96 $203,876 - $223,673	-1,543 Reduced 32.95%	3,140 $433,000
Q4 2022 Jan 27, 2023	BUY	$124.69 - $146.24 $179,678 - $210,731	1,441 Added 44.45%	4,683 $657,000
Q3 2022 Oct 28, 2022	BUY	$123.48 - $143.43 $400,322 - $465,000	3,242 New	3,242 $400,000

Others Institutions Holding VTV

# of Institutions

2,185

Shares Held

507M

Call Options Held

142K

Put Options Held

35.7K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Peak Financial Management, Inc. Vanguard Value ETF Transaction History