Peterson Wealth Advisors, LLC Vanguard Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 16,001 shares of VGSH stock, worth $937,658. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,001
Previous 17,582
8.99%
Holding current value
$937,658
Previous $1.03 Million
8.83%
% of portfolio
0.18%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
1,037Shares Held
282MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$392 Million0.06% of portfolio