Peterson Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Peterson Wealth Advisors, LLC

$485 Million
Q1 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 26,935 shares of VB stock, worth $5.82 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

26,935

Previous 18,754 43.62%

Holding current value

$5.82 Million

Previous $4.51 Million 32.53%

% of portfolio

1.23%

Previous 0.94%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$217.89 - $252.64 $1.78 Million - $2.07 Million	8,181 Added 43.62%	26,935 $5.97 Million
Q4 2024 Jan 17, 2025	BUY	$233.76 - $261.58 $191,215 - $213,972	818 Added 4.56%	18,754 $4.51 Million
Q3 2024 Oct 24, 2024	BUY	$214.77 - $237.72 $22,980 - $25,436	107 Added 0.6%	17,936 $4.25 Million
Q2 2024 Jul 18, 2024	SELL	$210.76 - $226.94 $72,712 - $78,294	-345 Reduced 1.9%	17,829 $3.89 Million
Q1 2024 Apr 15, 2024	SELL	$204.0 - $228.59 $13,872 - $15,544	-68 Reduced 0.37%	18,174 $4.15 Million
Q4 2023 Jan 10, 2024	SELL	$175.26 - $215.9 $549,089 - $676,414	-3,133 Reduced 14.66%	18,242 $3.89 Million
Q3 2023 Oct 05, 2023	BUY	$186.24 - $208.75 $220,508 - $247,160	1,184 Added 5.86%	21,375 $4.04 Million
Q2 2023 Jul 13, 2023	BUY	$181.26 - $198.89 $7,069 - $7,756	39 Added 0.19%	20,191 $4.02 Million
Q1 2023 Apr 06, 2023	BUY	$179.51 - $208.76 $129,426 - $150,515	721 Added 3.71%	20,152 $3.82 Million
Q4 2022 Jan 20, 2023	BUY	$172.82 - $196.57 $483,896 - $550,396	2,800 Added 16.84%	19,431 $0
Q3 2022 Oct 17, 2022	BUY	$170.45 - $206.62 $1.02 Million - $1.24 Million	5,984 Added 56.2%	16,631 $2.84 Million
Q2 2022 Jul 21, 2022	BUY	$170.7 - $214.67 $168,480 - $211,879	987 Added 10.22%	10,647 $1.88 Million
Q1 2022 Apr 21, 2022	SELL	$198.73 - $227.97 $25,437 - $29,180	-128 Reduced 1.31%	9,660 $2.05 Million
Q4 2021 Jan 25, 2022	SELL	$215.13 - $239.37 $33,560 - $37,341	-156 Reduced 1.57%	9,788 $2.21 Million
Q3 2021 Oct 21, 2021	BUY	$211.9 - $229.42 $59,755 - $64,696	282 Added 2.92%	9,944 $2.18 Million
Q2 2021 Aug 02, 2021	BUY	$211.77 - $228.05 $135,744 - $146,180	641 Added 7.11%	9,662 $2.18 Million
Q1 2021 Apr 28, 2021	SELL	$191.53 - $223.48 $9,001 - $10,503	-47 Reduced 0.52%	9,021 $1.93 Million
Q3 2020 Oct 20, 2020	SELL	$143.34 - $162.04 $6,450 - $7,291	-45 Reduced 0.49%	9,068 $1.4 Million
Q2 2020 Jul 20, 2020	BUY	$106.26 - $156.76 $390,930 - $576,720	3,679 Added 67.7%	9,113 $1.33 Million
Q1 2020 Apr 21, 2020	BUY	$98.45 - $170.48 $389,665 - $674,759	3,958 Added 268.16%	5,434 $627,000
Q4 2019 Jan 23, 2020	BUY	$149.04 - $166.74 $219,983 - $246,108	1,476 New	1,476 $244,000

Others Institutions Holding VB

# of Institutions

2,347

Shares Held

159M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Peterson Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History