Peterson Wealth Advisors, LLC Vanguard Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 17,582 shares of VGSH stock, worth $1.04 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,582
Previous 17,888
1.71%
Holding current value
$1.04 Million
Previous $1.04 Million
0.87%
% of portfolio
0.21%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
1,028Shares Held
256MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$344 Million0.05% of portfolio